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.3+ years Service code 10 222 SOUTH 9TH STREET STE 1000 · MINNEAPOLIS, MN 55402 | Accounting | $12,500 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $4,339 |
Filed as: GREAT-WEST LIFE & ANNUITY COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $570 |
CHARLES SCHWAB & CO., INC.3+ years Service code 33 · EIN 94-1737782 | Securities brokerage | $210 |
Filed as: CHARLES SCHWAB & CO., INC Service code 33 | Securities brokerage | $0 |
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 | $562,583 | $80,753+596.7% | $136,294+312.8% | $62,292+803.1% |
| Participation rate | 95.2% | 73.5%+21.6pp | 81.9%+13.2pp | 69.5%+25.6pp |
| Annual return | 15.94% | 35.83%-19.9pp | 5155.94%-5140.0pp | 28.90%-13.0pp |
| Employer contribution / active EE | $16,164 | $2,884+460.5% | $4,695+244.2% | $2,042+691.5% |
| Participant deferral / active EE | $9,330 | $5,164+80.7% | $6,247+49.4% | $3,169+194.4% |
| Admin fee / account holder | $109 | $525-79.2% | $9,243-98.8% | $479-77.2% |