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 |
|---|---|---|
SIKICH LLP1 year Filed as: SIKICH CPA LLC Service code 10 · EIN 54-1172175 | Accounting | $15,235 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 50 8515 E ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Direct Payment | $10,391 |
Service code 14 · EIN 39-1400101 | Plan Administrator | $9,028 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,346 | $80,724-82.2% | $103,333-86.1% | $74,495-80.7% |
| Participation rate | 100.0% | 65.7%+34.3pp | 74.5%+25.5pp | 67.2%+32.8pp |
| Annual return | 14.24% | 27.56%-13.3pp | 24.88%-10.6pp | 1364.94%-1350.7pp |
| Employer contribution / active EE | $0 | $3,157-100.0% | $3,868-100.0% | $2,623-100.0% |
| Participant deferral / active EE | $392 | $3,860-89.8% | $5,057-92.2% | $4,346-91.0% |
| Admin fee / account holder | $313 | $2,368-86.8% | $8,355-96.3% | $1,942-83.9% |