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 15 · EIN 84-0467907 | Recordkeeping | $1,243,881 |
Service code 27 · EIN 53-0181291 | Advisory (Plan) | $112,308 |
WISS & COMPANY, LLP5 years Filed as: WISS & COMPANY LLP Service code 33 · EIN 22-1732349 | Securities brokerage | $26,000 |
Service code 16 · EIN 34-1820650 | Consulting | $1,200 |
CHARLES SCHWAB & CO., INC.2 years Service code 26 · EIN 94-1737782 | Advisory (Participants) | $425 |
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 | $52,932 | $73,283-27.8% | $155,509-66.0% | $106,382-50.2% |
| Participation rate | 93.5% | 73.3%+20.2pp | 78.2%+15.3pp | 69.9%+23.6pp |
| Annual return | 16.92% | 15.77%+1.2pp | 64.67%-47.7pp | 17.37%-0.5pp |
| Employer contribution / active EE | $2,059 | $2,247-8.4% | $4,672-55.9% | $3,364-38.8% |
| Participant deferral / active EE | $5,845 | $4,580+27.6% | $5,626+3.9% | $5,569+5.0% |
| Admin fee / account holder | $59 | $56+4.5% | $15,912-99.6% | $79-26.0% |