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 CO. Service code 28 · EIN 06-1050034 | Investment Management | $195,962 |
CARDAY ASSOCIATES8 years Service code 50 · EIN 53-0257019 | Direct Payment | $27,798 |
NOVAK FRANCELLA LLC3 years Filed as: NOVAK FRANCELLA, LLC Service code 10 · EIN 61-1436956 | Accounting | $17,015 |
DAHAB ASSOCIATES9+ years Filed as: DAHAB ASSOCIATES, INC. Service code 27 · EIN 11-2783874 | Advisory (Plan) | $12,969 |
Filed as: MOONEY, GREEN, BAKER, & SAINDON,MUR Service code 29 · EIN 52-1958229 | Legal | $6,836 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,151 | $241,101-94.1% | $103,333-86.3% | $199,593-92.9% |
| Participation rate | 100.0% | 78.3%+21.7pp | 74.5%+25.5pp | 72.0%+28.0pp |
| Annual return | 10.58% | 17.80%-7.2pp | 24.88%-14.3pp | 34.25%-23.7pp |
| Employer contribution / active EE | $1,259 | $4,244-70.3% | $3,868-67.4% | $3,034-58.5% |
| Participant deferral / active EE | $0 | $3,958-100.0% | $5,057-100.0% | $5,087-100.0% |
| Admin fee / account holder | $145 | $288-49.6% | $8,355-98.3% | $269-46.1% |