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: EMPOWER ANNUITY INSURANCE COMPANY Service code 15 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 68011 | Recordkeeping | $359,114 |
BENESYS, INC.10+ years Filed as: BENESYS, INC Service code 13 13801 RIVERPORT DR. STE. 101 · ST. LOUIS, MO 63043 | Contract Administrator | $294,837 |
COMMERCE BANK10+ years Service code 28 6863 CLAYTON RD · ST. LOUIS, MO 63117 | Investment Management | $136,383 |
VICTORY3 years Filed as: VICTORY CAPITAL MANAGEMENT Service code 28 15935 LA CANTERA PARKWAY · SAN ANTONIO, TX 78256 | Investment Management | $105,383 |
Filed as: ANDERS CPAS + ADVISORS Service code 10 · EIN 43-0861507 | Accounting | $91,801 |
SEGALL BRYANT & HAMILL3 years Filed as: SEGALL BRYANT & HAMILL, LLC Service code 28 · EIN 41-1788385 | Investment Management | $91,459 |
JOHNSON & KROL, LLC10+ years Service code 29 300 S WACKER DR 1313 · CHICAGO, IL 60606 | Legal | $63,591 |
NATIONAL INVESTMENT SERVICES2 years Service code 28 200 W MADISON ST. · CHICAGO, IL 60606 | Investment Management | $60,123 |
MARQUETTE ASSOCIATES10+ years Filed as: MARQUETTE ASSOCIATES, INC. Service code 28 180 N. LASALLE STREET · CHICAGO, IL 60601 | Investment Management | $59,598 |
MANNING & NAPIER3 years Filed as: MANNING & NAPIER ADVISORS, LLC Service code 28 2900 WODCLIFF DRIVE · FAIRPORT, NY 14450 | Investment Management | $55,169 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $78,789 | $103,641-24.0% | $107,525-26.7% | $102,872-23.4% |
| Participation rate | 99.4% | 79.4%+20.0pp | 75.1%+24.3pp | 73.0%+26.4pp |
| Annual return | 13.24% | 13.08%+0.2pp | 181.32%-168.1pp | 19.06%-5.8pp |
| Employer contribution / active EE | $6,572 | $5,096+29.0% | $3,754+75.1% | $3,526+86.4% |
| Participant deferral / active EE | $8 | $3,789-99.8% | $5,116-99.8% | $5,535-99.9% |
| Admin fee / account holder | $295 | $276+6.8% | $8,919-96.7% | $292+0.9% |