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 |
|---|---|---|
WEGNER CPAS, LLP1 year Filed as: WEGNER CPAS LLP Service code 10 2110 LUANN LANE · MADISON, WI 53713 | Accounting | $7,600 |
Filed as: GREAT-WEST LIFE & ANNUITY COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $2,304 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,426 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,378 | $55,453+7.1% | $170,442-65.2% | $62,292-4.7% |
| Participation rate | 39.8% | 66.4%-26.5pp | 83.6%-43.8pp | 69.5%-29.7pp |
| Annual return | 16.35% | 21.38%-5.0pp | 205.93%-189.6pp | 28.90%-12.5pp |
| Employer contribution / active EE | $553 | $2,164-74.4% | $5,433-89.8% | $2,042-72.9% |
| Participant deferral / active EE | $999 | $2,303-56.6% | $4,939-79.8% | $3,169-68.5% |
| Admin fee / account holder | $172 | $455-62.3% | $13,880-98.8% | $479-64.2% |