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 |
|---|---|---|
CARNEGIE INVESTMENT COUNSEL6 years Filed as: CARNEGIE CAPITAL ASSET MANAGEMENT L Service code 27 30300 CHAGRIN BLVD · PEPPER PIKE, OH 44124 | Advisory (Plan) | $37,536 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $15,663 |
Employer contribution per participant 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 | $70,076 | $96,484-27.4% | $156,263-55.2% | $74,304-5.7% |
| Participation rate | 90.1% | 67.7%+22.4pp | 78.9%+11.2pp | 60.3%+29.7pp |
| Annual return | 17.87% | 17.73%+0.1pp | 59.47%-41.6pp | 29.43%-11.6pp |
| Employer contribution / active EE | $0 | $2,528-100.0% | $4,333-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $5,807 | $4,286+35.5% | $6,158-5.7% | $3,767+54.1% |
| Admin fee / account holder | $183 | $3,728-95.1% | $14,255-98.7% | $2,969-93.8% |