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 |
|---|---|---|
DELOITTE & TOUCHE LLP1 year Service code 10 8474 ROZITA LEE AVE STE 300 · LAS VEGAS, NV 89113 | Accounting | $105,933 |
Filed as: KESTRA ADVISORY SERVICES LLC Service code 27 5707 SWST PRKWY BLDG 2 · AUSTIN, TX 78735 | Advisory (Plan) | $65,000 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $36,261 |
UKG INC1 year Filed as: UKG INC DBA ULTIMATE SOFTWARE GROUP Service code 99 1485 NORTH PARK DR · WESTON, FL 33326 | Other Fees | $5,000 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $168,341 | $145,877+15.4% | $150,045+12.2% | $102,872+63.6% |
| Participation rate | 78.6% | 79.8%-1.3pp | 82.3%-3.7pp | 73.0%+5.6pp |
| Annual return | 15.14% | 21.37%-6.2pp | 62.55%-47.4pp | 19.06%-3.9pp |
| Employer contribution / active EE | $2,574 | $4,710-45.3% | $4,693-45.1% | $3,526-27.0% |
| Participant deferral / active EE | $11,672 | $9,491+23.0% | $7,997+46.0% | $5,535+110.9% |
| Admin fee / account holder | $111 | $176-36.8% | $13,435-99.2% | $292-62.0% |