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 O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $16,662 |
Filed as: ASKEY ASKEY AND ASSOCIATES CPA LLC Service code 10 PO BOX 662 · LEONARDTOWN, MD 20650 | Accounting | $14,000 |
SHERIDAN ROAD ADVISORS LLC4 years Filed as: HUB INTERNATIONAL MID-ATLANTIC, INC Service code 99 170 JENNIFER RD, STE 200 · ANNAPOLIS, MD 21401 | Other Fees | $233 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $108,582 | $119,446-9.1% | $150,045-27.6% | $85,563+26.9% |
| Participation rate | 88.1% | 75.4%+12.7pp | 82.3%+5.8pp | 66.0%+22.2pp |
| Annual return | 14.59% | 23.72%-9.1pp | 62.55%-48.0pp | 31.51%-16.9pp |
| Employer contribution / active EE | $1,444 | $4,078-64.6% | $4,693-69.2% | $2,654-45.6% |
| Participant deferral / active EE | $6,491 | $7,985-18.7% | $7,997-18.8% | $4,375+48.3% |
| Admin fee / account holder | $69 | $548-87.5% | $13,435-99.5% | $834-91.8% |