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 21 · EIN 04-1590850 | Bank Trustee | $90,988 |
JOHN GARDINER8+ years Service code 30 · EIN 36-6551011 | Employee (plan) | $66,353 |
JOHNSON & KROL, LLC8+ years Filed as: JOHNSON AND KROL LLC Service code 29 · EIN 36-4342024 | Legal | $57,980 |
LEGACY PROFESSIONALS LLP8+ years Service code 10 · EIN 32-0043599 | Accounting | $38,184 |
KINGA PILCH3 years Service code 30 · EIN 36-6551011 | Employee (plan) | $35,442 |
Filed as: STRATEGIC CAPITAL Service code 27 · EIN 36-4268991 | Advisory (Plan) | $31,750 |
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 | $167,348 | $76,774+118.0% | $112,228+49.1% | $77,904+114.8% |
| Participation rate | 60.8% | 80.2%-19.4pp | 75.1%-14.3pp | 73.7%-12.9pp |
| Annual return | -6.23% | -10.25%+4.0pp | 27.45%-33.7pp | 12.21%-18.4pp |
| Employer contribution / active EE | $8,989 | $3,977+126.1% | $3,635+147.3% | $2,848+215.7% |
| Participant deferral / active EE | $0 | $3,778-100.0% | $4,728-100.0% | $4,806-100.0% |
| Admin fee / account holder | $190 | $239-20.5% | $6,410-97.0% | $133+43.3% |