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 5-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 15 · EIN 84-0467907 | Recordkeeping | $445,958 |
AMERICAN FUNDS2 years Filed as: CAPITAL STRATEGIES INVESTMENT GROUP Service code 27 ONE PARKVIEW PLZ STE 620 · OAKBROOK TERRACE, IL 60181 | Advisory (Plan) | $75,000 |
Filed as: CHARLES SCHWAB TRUST BANK Service code 10 2360 CORPORATE CIR STE 400 · HENDERSON, NV 89074 | Accounting | $37,451 |
Filed as: KRONICK KALADA BERDY & CO Service code 10 190 LATHROP ST · KINGSTON, PA 18704 | Accounting | $19,273 |
Service code 16 · EIN 34-1820650 | Consulting | $600 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $94,284 | $110,299-14.5% | $102,423-7.9% | $199,593-52.8% |
| Participation rate | 91.8% | 86.3%+5.5pp | 76.5%+15.3pp | 72.0%+19.8pp |
| Annual return | 12.44% | 35.73%-23.3pp | 29.32%-16.9pp | 34.25%-21.8pp |
| Employer contribution / active EE | $2,634 | $3,603-26.9% | $3,023-12.9% | $3,034-13.2% |
| Participant deferral / active EE | $5,128 | $6,376-19.6% | $5,053+1.5% | $5,087+0.8% |
| Admin fee / account holder | $98 | $122-19.8% | $9,451-99.0% | $269-63.5% |