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 51 · EIN 84-0467907 | Investment Mgmt Fees | $255,820 |
WILLIAM C. EARHART CO., INC.10+ years Filed as: WILLIAM C. EARHART CO., INC Service code 13 · EIN 93-0509592 | Contract Administrator | $117,124 |
GYL FINANCIAL SYNERGIES1 year Filed as: GYL FINANACIAL SYNERGIES, LLC Service code 27 · EIN 81-3263476 | Advisory (Plan) | $60,000 |
O'DONOGHUE & O'DONOGHUE10+ years Filed as: O'DONOGHUE & O'DONOGHUE LLP Service code 29 · EIN 53-0120528 | Legal | $19,333 |
NOVAK FRANCELLA LLC5 years Filed as: NOVAK FRANCELLA, LLC Service code 10 · EIN 61-1436956 | Accounting | $17,298 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,397 | $241,101-80.3% | $103,333-54.1% | $199,593-76.3% |
| Participation rate | 89.2% | 78.3%+10.9pp | 74.5%+14.7pp | 72.0%+17.3pp |
| Annual return | 10.79% | 17.80%-7.0pp | 24.88%-14.1pp | 34.25%-23.5pp |
| Employer contribution / active EE | $1,045 | $4,244-75.4% | $3,868-73.0% | $3,034-65.6% |
| Participant deferral / active EE | $1,353 | $3,958-65.8% | $5,057-73.2% | $5,087-73.4% |
| Admin fee / account holder | $75 | $288-73.9% | $8,355-99.1% | $269-72.0% |