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 |
|---|---|---|
BLAKE & UHLIG, P.A.10+ years Filed as: BLAKE & UHLIG, PA Service code 29 · EIN 48-0918231 475 NEW BROTHERHOOD BLDG., 753 STAT · KANSAS CITY, KS 66101 | Legal | $110,861 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 15 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $103,035 |
BENESYS, INC.10+ years Filed as: BENESYS Service code 15 · EIN 38-2383171 700 TOWER DRIVE, SUITE 300 · TROY, MI 48098 | Recordkeeping | $66,228 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,958 | $103,641-34.4% | $107,525-36.8% | $102,872-33.9% |
| Participation rate | 99.5% | 79.4%+20.1pp | 75.1%+24.4pp | 73.0%+26.5pp |
| Annual return | 4.01% | 13.08%-9.1pp | 181.32%-177.3pp | 19.06%-15.1pp |
| Employer contribution / active EE | $2,169 | $5,096-57.4% | $3,754-42.2% | $3,526-38.5% |
| Participant deferral / active EE | $1,362 | $3,789-64.1% | $5,116-73.4% | $5,535-75.4% |
| Admin fee / account holder | $234 | $276-15.4% | $8,919-97.4% | $292-20.1% |