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 | $8,764 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $7,476 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $1,862 |
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 | $24,404 | $47,977-49.1% | $154,107-84.2% | $56,287-56.6% |
| Participation rate | 99.1% | 66.2%+33.0pp | 83.0%+16.1pp | 69.9%+29.3pp |
| Annual return | -6.10% | 3.54%-9.6pp | 735.12%-741.2pp | -9.96%+3.9pp |
| Employer contribution / active EE | $1,433 | $2,169-33.9% | $5,298-72.9% | $2,111-32.1% |
| Participant deferral / active EE | $1,760 | $2,392-26.4% | $5,081-65.4% | $3,350-47.5% |
| Admin fee / account holder | $130 | $438-70.3% | $13,411-99.0% | $521-75.0% |