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 ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $148,171 |
Filed as: P&M HOLDING GROUP LLP DBA PLANTE & Service code 10 1098 WOODWARD AVE · DETROIT, MI 48226 | Accounting | $33,070 |
SIKICH LLP1 year Filed as: SIKICH CPA LLC Service code 10 333 JOHN CARLYLE ST STE 500 · ALEXANDRIA, VA 22314 | Accounting | $14,000 |
Filed as: GALLAGHER BENEFIT SERVICES INC DBA Service code 27 1100 SUPERIOR AVE STE 1700 · CLEVELAND, OH 44114 | Advisory (Plan) | $4,000 |
Filed as: EMPOWER FINANCIAL SERVICES, INC. Service code 59 8515 E ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Shareholder Servicing | $20 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $218,056 | $89,808+142.8% | $100,391+117.2% | $77,643+180.8% |
| Participation rate | 88.6% | 81.2%+7.4pp | 81.5%+7.1pp | 70.6%+18.1pp |
| Annual return | 70.32% | 20.62%+49.7pp | 49.20%+21.1pp | 31.24%+39.1pp |
| Employer contribution / active EE | $4,015 | $3,039+32.1% | $3,942+1.9% | $2,726+47.3% |
| Participant deferral / active EE | $13,399 | $8,284+61.7% | $8,082+65.8% | $4,647+188.3% |
| Admin fee / account holder | $220 | $174+26.2% | $7,899-97.2% | $430-48.9% |