See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 5-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 15 · EIN 84-0467907 | Recordkeeping | $112,554 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 26 · EIN 84-1532243 | Advisory (Participants) | $97,288 |
Filed as: GALLAGHER BENEFIT SERVICES INC DBA Service code 27 1100 SUPERIOR AVE STE 1700 · CLEVELAND, OH 44114 | Advisory (Plan) | $76,977 |
SIKICH LLP1 year Filed as: SIKICH CPA LLC Service code 10 17335 GOLF PKWY STE 500 · BROOKFIELD, WI 530451128 | Accounting | $6,400 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $179,137 | $110,299+62.4% | $102,423+74.9% | $199,593-10.2% |
| Participation rate | 96.3% | 86.3%+10.1pp | 76.5%+19.9pp | 72.0%+24.4pp |
| Annual return | 13.98% | 35.73%-21.8pp | 29.32%-15.3pp | 34.25%-20.3pp |
| Employer contribution / active EE | $3,349 | $3,603-7.0% | $3,023+10.8% | $3,034+10.4% |
| Participant deferral / active EE | $7,457 | $6,376+17.0% | $5,053+47.6% | $5,087+46.6% |
| Admin fee / account holder | $190 | $122+55.5% | $9,451-98.0% | $269-29.3% |