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: FRINGE BENEFIT SPECIALISTS INC Service code 16 113 E WASHINGTON #18 · KIRKSVILLE, MO 63501 | Consulting | $7,585 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $6,207 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $1,375 |
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 | $26,458 | $55,453-52.3% | $170,442-84.5% | $62,292-57.5% |
| Participation rate | 100.0% | 66.4%+33.6pp | 83.6%+16.4pp | 69.5%+30.5pp |
| Annual return | 12.87% | 21.38%-8.5pp | 205.93%-193.1pp | 28.90%-16.0pp |
| Employer contribution / active EE | $1,272 | $2,164-41.2% | $5,433-76.6% | $2,042-37.7% |
| Participant deferral / active EE | $1,499 | $2,303-34.9% | $4,939-69.6% | $3,169-52.7% |
| Admin fee / account holder | $115 | $455-74.7% | $13,880-99.2% | $479-76.0% |