See peer percentile detail. $4.99 for your first month.
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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 TRUST COMPANY LLC Service code 52 · EIN 84-1455663 | Indirect Investment Fees | $401,388 |
Filed as: ABATO, RUBENSTEIN, & ABATO, P.A. Service code 29 · EIN 52-0904713 | Legal | $91,031 |
JENNIFER KELLNER8+ years Filed as: JENNIFER WALTER Service code 30 · EIN 52-2035147 | Direct payment from the plan; Employe... | $36,991 |
SHARON HUANG8+ years Filed as: SHARON MCLAUGHLIN Service code 30 · EIN 52-2035147 | Employee (plan); Direct payment from ... | $28,492 |
THE SEGAL COMPANY7 years Filed as: SEGAL SELECT INSURANCE SERVICES Service code 23 · EIN 58-2432390 | Insurance services; Direct payment fr... | $24,409 |
PBMARES, LLP6 years Service code 10 · EIN 54-0737372 | Accounting | $24,117 |
BRENDAN SISK3 years Service code 30 · EIN 52-2035147 | Direct payment from the plan; Employe... | $22,051 |
CYNTHIA JONES-BROOKS5 years Filed as: CYNTHIA LANDEFELD Service code 30 · EIN 52-2035147 | Direct payment from the plan; Employe... | $15,224 |
BICC SYSTEMS, INC.1 year Filed as: BICC SYSTEMS, INC Service code 16 · EIN 36-2852073 | Consulting | $13,196 |
INVESTMENT PERFORMANCE SERVICES8+ years Filed as: INVESTMENT PERFORMANCE SERVICES INC Service code 16 · EIN 58-2432390 | Consulting | $10,000 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,215 | $70,115-28.4% | $70,515-28.8% | $80,160-37.4% |
| Participation rate | 81.4% | 71.7%+9.8pp | 68.3%+13.1pp | 72.9%+8.5pp |
| Annual return | 10.73% | 134.51%-123.8pp | 32.77%-22.0pp | 40.38%-29.7pp |
| Employer contribution / active EE | $6,740 | $3,021+123.1% | $2,973+126.7% | $2,978+126.4% |
| Participant deferral / active EE | $0 | $4,495-100.0% | $4,567-100.0% | $5,017-100.0% |
| Admin fee / account holder | $398 | $112+254.4% | $6,412-93.8% | $145+174.5% |