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 |
|---|---|---|
Service code 10 · EIN 13-2600875 | Accounting | $40,313 |
BENNETT & ASSOCIATES CPAS PLLC9+ years Service code 10 · EIN 27-3488128 | Accounting | $17,657 |
Filed as: EMPOWER ANNUITY INSURANCE CO OF AME Service code 15 · EIN 06-1050034 | Recordkeeping | $13,488 |
THE SEGAL COMPANY7 years Filed as: SEGAL ADVISORS, INC. Service code 27 · EIN 13-2646110 | Advisory (Plan) | $12,500 |
FERGUSON WIDMAYER & CLARK PC6 years Service code 29 · EIN 38-2995783 | Legal | $11,967 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,992 | $241,101-86.3% | $103,333-68.1% | $199,593-83.5% |
| Participation rate | 100.0% | 78.3%+21.7pp | 74.5%+25.5pp | 72.0%+28.0pp |
| Annual return | 19.25% | 17.80%+1.5pp | 24.88%-5.6pp | 34.25%-15.0pp |
| Employer contribution / active EE | $1,061 | $4,244-75.0% | $3,868-72.6% | $3,034-65.0% |
| Participant deferral / active EE | $2,648 | $3,958-33.1% | $5,057-47.6% | $5,087-47.9% |
| Admin fee / account holder | $61 | $288-78.8% | $8,355-99.3% | $269-77.3% |