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 Service code 21 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Bank Trustee | $37,856 |
Service code 29 · EIN 39-1126909 | Legal | $21,642 |
BENEFIT PLAN ADMINISTRATORS9+ years Filed as: BENEFIT PLAN ADMINISTRATION Service code 13 · EIN 39-1400101 | Contract Administrator | $17,889 |
PENSION ASSURANCE LLP3 years Filed as: PENSION GROUP FINANCIAL GROUP LLC Service code 27 24 E COTA ST · SANTA BARBARA, CA 93101 | Advisory (Plan) | $14,417 |
SIKICH LLP1 year Filed as: SIKICH CPA LLC Service code 10 · EIN 54-1172176 | Accounting | $11,000 |
THE PREVIANT LAW FIRM, S.C.5 years Filed as: THE PREVIANT LAW FIRM Service code 29 · EIN 39-1211596 | Legal | $8,163 |
Participant 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 | $34,441 | $129,021-73.3% | $184,203-81.3% | $77,643-55.6% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.8%+13.2pp | 70.6%+29.4pp |
| Annual return | 19.15% | 33.27%-14.1pp | 28.81%-9.7pp | 31.24%-12.1pp |
| Employer contribution / active EE | $0 | $4,413-100.0% | $6,427-100.0% | $2,726-100.0% |
| Participant deferral / active EE | $1,780 | $7,297-75.6% | $9,131-80.5% | $4,647-61.7% |
| Admin fee / account holder | $179 | $254-29.6% | $13,901-98.7% | $430-58.5% |