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 10-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 Service code 13 · EIN 84-0467907 | Contract Administrator | $95,342 |
JOHN GARDINER11+ years Service code 14 · EIN 36-6551011 | Plan Administrator | $74,608 |
LEGACY PROFESSIONALS LLP11+ years Service code 10 · EIN 32-0043599 | Accounting | $45,139 |
JOHNSON & KROL, LLC11+ years Filed as: JOHNSON AND KROL LLC Service code 29 · EIN 36-4342024 | Legal | $45,117 |
KINGA PILCH6 years Service code 30 · EIN 36-6551011 | Employee (plan) | $40,674 |
STRATEGIC CAPITAL INVESTMENT ADVISO11+ years Filed as: STRATEGIC CAPITAL Service code 27 · EIN 36-4268991 | Advisory (Plan) | $34,000 |
CARI SONNEFELDT1 year Service code 30 · EIN 36-6551011 | Employee (plan) | $25,679 |
BOND BROTHERS1 year Service code 49 · EIN 36-2433269 | Other Services | $6,686 |
THE SEGAL COMPANY3 years Filed as: SEGAL SELECT Service code 53 · EIN 46-0619194 | Insurance Commissions | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $223,645 | $103,641+115.8% | $107,525+108.0% | $102,872+117.4% |
| Participation rate | 30.0% | 79.4%-49.4pp | 75.1%-45.1pp | 73.0%-43.1pp |
| Annual return | 10.33% | 13.08%-2.8pp | 181.32%-171.0pp | 19.06%-8.7pp |
| Employer contribution / active EE | $8,366 | $5,096+64.2% | $3,754+122.9% | $3,526+137.2% |
| Participant deferral / active EE | $0 | $3,789-100.0% | $5,116-100.0% | $5,535-100.0% |
| Admin fee / account holder | $227 | $276-17.7% | $8,919-97.5% | $292-22.2% |