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 | $106,411 |
JOHNSON & KROL, LLC10+ years Filed as: JOHNSON AND KROL LLC Service code 29 · EIN 36-4342024 | Legal | $75,609 |
JOHN GARDINER10+ years Service code 14 · EIN 36-6551011 | Plan Administrator | $71,719 |
LEGACY PROFESSIONALS LLP10+ years Service code 10 · EIN 32-0043599 | Accounting | $45,099 |
KINGA PILCH5 years Service code 30 · EIN 36-6551011 | Employee (plan) | $36,733 |
STRATEGIC CAPITAL INVESTMENT ADVISO10+ years Filed as: STRATEGIC CAPITAL Service code 27 · EIN 36-4268991 | Advisory (Plan) | $33,250 |
THE SEGAL COMPANY2 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.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $207,245 | $241,101-14.0% | $103,333+100.6% | $199,593+3.8% |
| Participation rate | 28.8% | 78.3%-49.5pp | 74.5%-45.7pp | 72.0%-43.2pp |
| Annual return | 9.54% | 17.80%-8.3pp | 24.88%-15.3pp | 34.25%-24.7pp |
| Employer contribution / active EE | $7,490 | $4,244+76.5% | $3,868+93.7% | $3,034+146.9% |
| Participant deferral / active EE | $0 | $3,958-100.0% | $5,057-100.0% | $5,087-100.0% |
| Admin fee / account holder | $242 | $288-15.8% | $8,355-97.1% | $269-9.9% |