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 |
|---|---|---|
MAYER HOFFMAN MCCANN P.C.1+ years Filed as: MAYER HOFFMAN MCCANN PC Service code 10 3101 N CENTRAL AVE # 300 · PHOENIX, AZ 85012 | Accounting | $20,224 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $2,975 |
CHARLES SCHWAB & CO., INC.2+ years Filed as: CHARLES SCHWAB & CO, INC. Service code 33 · EIN 94-1737782 | Securities brokerage | $879 |
Filed as: GREAT-WEST LIFE & ANNUITY COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $510 |
CHARLES SCHWAB & CO., INC.2+ years Service code 33 | Securities brokerage | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $511,490 | $75,183+580.3% | $123,892+312.9% | $55,167+827.2% |
| Participation rate | 90.2% | 72.8%+17.4pp | 81.4%+8.8pp | 69.0%+21.3pp |
| Annual return | 1.94% | 19.01%-17.1pp | 47.52%-45.6pp | 169.23%-167.3pp |
| Employer contribution / active EE | $16,268 | $2,823+476.2% | $4,617+252.4% | $1,963+728.9% |
| Participant deferral / active EE | $8,866 | $5,084+74.4% | $5,984+48.2% | $3,054+190.3% |
| Admin fee / account holder | $158 | $663-76.1% | $8,357-98.1% | $504-68.6% |