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 | $260,800 |
Filed as: LAWRENCE C. MUSGROVE ASSOCIATES INC Service code 13 · EIN 54-0759756 | Contract Administrator | $130,242 |
Filed as: MERRILL LYNCH Service code 27 · EIN 13-5674085 | Advisory (Plan) | $48,000 |
O'DONOGHUE & O'DONOGHUE7 years Filed as: O'DONOGHUE & O'DONOGHUE LLP Service code 29 · EIN 53-0120528 | Legal | $15,606 |
NOVAK FRANCELLA LLC6 years Service code 10 · EIN 61-1436956 | Accounting | $15,250 |
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 | $31,585 | $86,936-63.7% | $103,333-69.4% | $99,062-68.1% |
| Participation rate | 43.0% | 81.7%-38.7pp | 74.5%-31.5pp | 71.6%-28.6pp |
| Annual return | 11.74% | 14.99%-3.2pp | 24.88%-13.1pp | 17.66%-5.9pp |
| Employer contribution / active EE | $1,890 | $3,925-51.8% | $3,868-51.1% | $3,262-42.1% |
| Participant deferral / active EE | $0 | $3,825-100.0% | $5,057-100.0% | $5,331-100.0% |
| Admin fee / account holder | $107 | $140-24.0% | $8,355-98.7% | $109-2.2% |