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 | $806,531 |
WITHUMSMITH+BROWN, PC1 year Filed as: WITHUMSMITH+BROWN Service code 10 · EIN 22-2027092 | Accounting | $60,227 |
ABATO, RUBENSTEIN & ABATO3 years Filed as: ABATO, RUBENSTEIN, & ABATO, P.A. Service code 29 · EIN 52-0904713 | Legal | $59,990 |
EMPLOYEE FIDUCIARY, LLC1 year Filed as: EMPLOYEE L Service code 30 · EIN 52-2035147 | Employee (plan); Direct payment from ... | $52,032 |
EMPLOYEE K1 year Filed as: EMPLOYEE N Service code 30 · EIN 52-2035147 | Employee (plan); Direct payment from ... | $23,638 |
EMPLOYEE FIDUCIARY, LLC1 year Filed as: EMPLOYEE F Service code 30 · EIN 52-2035147 | Employee (plan); Direct payment from ... | $17,906 |
THE SEGAL COMPANY1 year Filed as: SEGAL SELECT INSURANCE SERVICES, IN Service code 23 · EIN 46-0619194 | Direct payment from the plan; Insuran... | $17,587 |
EMPLOYEE K1 year Filed as: EMPLOYEE O Service code 30 · EIN 52-2035147 | Employee (plan); Direct payment from ... | $17,531 |
Filed as: INVESTMENT PERFORMANCE SERVICES, IN Service code 16 · EIN 58-2432390 | Consulting | $10,001 |
EMPLOYEE K1 year Filed as: EMPLOYEE M Service code 30 · EIN 52-2035147 | Direct payment from the plan; Employe... | $9,322 |
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 | $63,153 | $94,876-33.4% | $82,389-23.3% | $102,872-38.6% |
| Participation rate | 80.3% | 70.6%+9.8pp | 69.5%+10.8pp | 73.0%+7.3pp |
| Annual return | 10.82% | 17.83%-7.0pp | 28.67%-17.8pp | 19.06%-8.2pp |
| Employer contribution / active EE | $7,757 | $3,789+104.7% | $2,517+208.2% | $3,526+120.0% |
| Participant deferral / active EE | $0 | $4,496-100.0% | $4,155-100.0% | $5,535-100.0% |
| Admin fee / account holder | $606 | $214+183.3% | $7,231-91.6% | $292+107.4% |