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 9-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 |
|---|---|---|
MSJC LLP2 years Filed as: MSJC LP Service code 27 735 PLAZA BLVD STE 100 · COPPELL, TX 75019 | Advisory (Plan) | $82,919 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $59,731 |
FORVIS MAZARS, LLP1 year Service code 10 ONE METROPOLITAN SQUARE 211 N · ST. LOUIS, MO 63102 | Accounting | $30,359 |
CFO4LIFE1 year Filed as: CFO4LIFE GROUP LLC Service code 27 735 PLAZA BLVD STE 100 · COPPELL, TX 75019 | Advisory (Plan) | $17,825 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $14,680 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,301 | $54,193-3.5% | $93,606-44.1% | $77,643-32.6% |
| Participation rate | 92.4% | 63.9%+28.4pp | 68.7%+23.6pp | 70.6%+21.8pp |
| Annual return | 13.11% | 30.54%-17.4pp | 133.20%-120.1pp | 31.24%-18.1pp |
| Employer contribution / active EE | $859 | $1,168-26.4% | $2,420-64.5% | $2,726-68.5% |
| Participant deferral / active EE | $4,733 | $3,144+50.6% | $4,411+7.3% | $4,647+1.8% |
| Admin fee / account holder | $189 | $576-67.2% | $8,285-97.7% | $430-56.2% |