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.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $211,369 |
PLANTE & MORAN, PLLC1 year Filed as: PLANTE MORAN PLLC Service code 10 1098 WOODWARD AVE · DETROIT, MI 48226 | Accounting | $18,500 |
Filed as: CHARLES SCHWAB & CO., INC Service code 33 · EIN 94-1737782 | Shareholder servicing fees; Securitie... | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $21,116 | $112,623-81.3% | $106,213-80.1% | $199,593-89.4% |
| Participation rate | 96.9% | 86.2%+10.7pp | 75.3%+21.6pp | 72.0%+24.9pp |
| Annual return | 12.92% | 15.57%-2.7pp | 116.14%-103.2pp | 34.25%-21.3pp |
| Employer contribution / active EE | $695 | $4,575-84.8% | $3,171-78.1% | $3,034-77.1% |
| Participant deferral / active EE | $2,436 | $6,659-63.4% | $5,016-51.4% | $5,087-52.1% |
| Admin fee / account holder | $56 | $107-47.5% | $11,033-99.5% | $269-79.1% |