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 RETIREMENT, LLC Service code 10 · EIN 84-1233483 | Accounting | $249,277 |
Filed as: LAWRENCE C. MUSGROVE ASSOCIATES INC Service code 13 · EIN 54-0759756 | Contract Administrator | $124,983 |
Filed as: MERRILL LYNCH Service code 27 · EIN 13-5674085 | Advisory (Plan) | $48,000 |
O'DONOGHUE & O'DONOGHUE6 years Filed as: O'DONOGHUE & O'DONOGHUE LLP Service code 29 · EIN 53-0120528 | Legal | $28,163 |
NOVAK FRANCELLA LLC5 years Service code 10 · EIN 61-1436956 | Accounting | $14,500 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,285 | $74,831-59.5% | $96,683-68.7% | $103,482-70.7% |
| Participation rate | 40.6% | 83.1%-42.5pp | 74.3%-33.7pp | 73.3%-32.7pp |
| Annual return | 16.15% | 16.15%0pp | 35.69%-19.5pp | 33.11%-17.0pp |
| Employer contribution / active EE | $1,703 | $3,888-56.2% | $3,737-54.4% | $3,208-46.9% |
| Participant deferral / active EE | $0 | $3,896-100.0% | $4,878-100.0% | $5,207-100.0% |
| Admin fee / account holder | $118 | $130-9.7% | $6,730-98.3% | $114+3.0% |