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 12 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Direct payment from the plan; Recordk... | $254,337 |
AMERICAN REALTY ADVISORS1 year Filed as: AMERICAN BENEFIT CORPORATION Service code 10 · EIN 31-1368946 | Accounting | $82,552 |
Filed as: ABATO, RUBENSTEIN AND ABATO, P.A. Service code 29 · EIN 52-0904713 | Legal | $79,743 |
PRUDENTIAL RETIREMENT INSURANCE AND10+ years Filed as: PRUDENTIAL RETIREMENT INSURANCE Service code 12 · EIN 06-1050034 | Recordkeeping and information managem... | $48,857 |
Service code 10 5565 STERRETT PL · COLUMBIA, MD 21044 | Accounting | $30,126 |
CALIBRE CPA GROUP PLLC1 year Service code 10 · EIN 47-0900880 | Accounting | $18,706 |
THE SEGAL COMPANY9 years Filed as: SEGAL MARCO ADVISORS Service code 27 · EIN 13-2646110 | Advisory (Plan) | $12,255 |
BMO HARRIS BANK NA9 years Filed as: M&T BANK Service code 19 · EIN 16-0538020 | Securities Custodian | $5,843 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $97,586 | $241,101-59.5% | $103,374-5.6% | $199,768-51.2% |
| Participation rate | 100.0% | 78.3%+21.7pp | 74.5%+25.5pp | 72.0%+28.0pp |
| Annual return | 12.28% | 17.80%-5.5pp | 24.89%-12.6pp | 34.26%-22.0pp |
| Employer contribution / active EE | $5,759 | $4,244+35.7% | $3,869+48.8% | $3,037+89.6% |
| Participant deferral / active EE | $0 | $3,958-100.0% | $5,058-100.0% | $5,090-100.0% |
| Admin fee / account holder | $219 | $288-23.8% | $8,394-97.4% | $269-18.5% |