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 TRUST COMPANY LLC Service code 52 · EIN 84-1455663 | Indirect Investment Fees | $493,954 |
ABATO, RUBENSTEIN & ABATO2 years Filed as: ABATO, RUBENSTEIN, & ABATO, P.A. Service code 29 · EIN 52-0904713 | Legal | $53,531 |
JENNIFER KELLNER9+ years Filed as: JENNIFER WALTER Service code 30 · EIN 52-2035147 | Direct payment from the plan; Employe... | $46,785 |
THE SEGAL COMPANY8 years Filed as: SEGAL SELECT INSURANCE SERVICES Service code 23 · EIN 46-0619194 | Insurance brokerage commissions and f... | $27,960 |
BRENDAN SISK4 years Service code 30 · EIN 52-2035147 | Direct payment from the plan; Employe... | $21,513 |
SHARON HUANG9+ years Filed as: SHARON MCLAUGHLIN Service code 30 · EIN 52-2035147 | Employee (plan); Direct payment from ... | $19,047 |
WITHUMSMITH+BROWN, PC1 year Service code 10 · EIN 22-2027092 | Accounting | $17,765 |
CYNTHIA JONES-BROOKS6 years Filed as: CYNTHIA LANDEFELD Service code 30 · EIN 52-2035147 | Direct payment from the plan; Employe... | $16,148 |
INVESTMENT PERFORMANCE SERVICES9+ years Filed as: INVESTMENT PERFORMANCE SERVICES INC Service code 16 · EIN 58-2432390 | Consulting | $10,000 |
BICC SYSTEMS, INC.2 years Filed as: BICC SYSTEMS, INC Service code 16 · EIN 36-2852073 | Consulting | $7,927 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,606 | $81,357-34.1% | $75,972-29.4% | $199,593-73.1% |
| Participation rate | 79.6% | 69.9%+9.7pp | 69.1%+10.6pp | 72.0%+7.7pp |
| Annual return | 24.47% | 16.32%+8.1pp | 359.55%-335.1pp | 34.25%-9.8pp |
| Employer contribution / active EE | $5,499 | $3,341+64.6% | $2,685+104.8% | $3,034+81.2% |
| Participant deferral / active EE | $0 | $4,710-100.0% | $4,255-100.0% | $5,087-100.0% |
| Admin fee / account holder | $425 | $144+193.9% | $6,467-93.4% | $269+58.0% |