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 | $196,276 |
CARDAY ASSOCIATES9 years Service code 50 · EIN 53-0257019 | Direct Payment | $29,003 |
NOVAK FRANCELLA LLC4 years Filed as: NOVAK FRANCELLA, LLC Service code 10 · EIN 61-1436956 | Accounting | $17,179 |
DAHAB ASSOCIATES10+ years Filed as: DAHAB ASSOCIATES, INC. Service code 27 · EIN 11-2783874 | Advisory (Plan) | $12,995 |
Filed as: MOONEY, GREEN, & SAINDON,MUR Service code 29 · EIN 52-1958229 | Legal | $11,961 |
Employer contribution per participant 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 | $15,383 | $103,641-85.2% | $107,525-85.7% | $102,872-85.0% |
| Participation rate | 94.2% | 79.4%+14.7pp | 75.1%+19.1pp | 73.0%+21.1pp |
| Annual return | 8.82% | 13.08%-4.3pp | 181.32%-172.5pp | 19.06%-10.2pp |
| Employer contribution / active EE | $1,405 | $5,096-72.4% | $3,754-62.6% | $3,526-60.1% |
| Participant deferral / active EE | $0 | $3,789-100.0% | $5,116-100.0% | $5,535-100.0% |
| Admin fee / account holder | $149 | $276-46.1% | $8,919-98.3% | $292-49.1% |