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 |
|---|---|---|
OLSEN THIELEN & CO., LTD.3 years Filed as: OLSON THIELEN & CO., LTD. Service code 10 · EIN 41-1360831 | Accounting | $11,300 |
WIPFLI LLP3 years Service code 15 · EIN 39-0758449 | Recordkeeping | $7,840 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $5,566 |
Service code 15 · EIN 84-0467907 | Recordkeeping | $50 |
Participant contribution per participant 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 | $76,060 | $102,553-25.8% | $151,611-49.8% | $66,914+13.7% |
| Participation rate | 84.9% | 85.5%-0.6pp | 87.5%-2.6pp | 69.8%+15.1pp |
| Annual return | -3.98% | -10.82%+6.8pp | 3.33%-7.3pp | 1.58%-5.6pp |
| Employer contribution / active EE | $2,307 | $4,180-44.8% | $6,166-62.6% | $2,544-9.3% |
| Participant deferral / active EE | $2,801 | $6,641-57.8% | $8,363-66.5% | $4,237-33.9% |
| Admin fee / account holder | $190 | $630-69.8% | $11,616-98.4% | $593-68.0% |