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 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $181,302 |
Filed as: GALLAGHER BENEFIT SERVICES INC DBA Service code 27 1100 SUPERIOR AVE STE 1700 · CLEVELAND, OH 44114 | Advisory (Plan) | $70,276 |
JONES DAY2 years Service code 99 250 VESEY ST · NEW YORK, NY 10281 | Other Fees | $37,320 |
BDO USA, LLP2 years Filed as: BDO USA LLP Service code 99 5300 PATTERSON AVE SE · GRAND RAPIDS, MI 49512 | Other Fees | $36,700 |
SMITH & DOWNEY1 year Filed as: SMITH & DOWNEY PA Service code 99 ONE W PENNSYLVANIA AVE STE 950 · BALTIMORE, MD 21204 | Other Fees | $19,955 |
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 | $216,734 | $122,186+77.4% | $146,958+47.5% | $199,593+8.6% |
| Participation rate | 97.2% | 78.3%+18.9pp | 82.2%+15.0pp | 72.0%+25.2pp |
| Annual return | 14.57% | 30.56%-16.0pp | 418.34%-403.8pp | 34.25%-19.7pp |
| Employer contribution / active EE | $5,484 | $4,093+34.0% | $4,933+11.2% | $3,034+80.7% |
| Participant deferral / active EE | $11,353 | $8,502+33.5% | $8,070+40.7% | $5,087+123.2% |
| Admin fee / account holder | $129 | $179-27.7% | $12,998-99.0% | $269-51.9% |