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 Service code 15 · EIN 47-2534181 8515 E. ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $90,051 |
THE SEGAL COMPANY1 year Filed as: SEGAL MARCO ADVISORS Service code 27 · EIN 13-2646110 550 W. WASHINGTON BLVD · CHICAGO, IL 60661 | Advisory (Plan) | $51,000 |
TIC INTERNATIONAL CORPORATION9+ years Service code 14 · EIN 13-2600875 6525 CENTURION DRIVE · LANSING, MI 489179275 | Plan Administrator | $43,555 |
THE SEGAL COMPANY9+ years Service code 28 · EIN 13-2646110 101 NORTH WACKER DRIVE · CHICAGO, IL 606061724 | Investment Management | $41,033 |
CLIFTONLARSONALLEN LLP3 years Service code 10 · EIN 41-0746749 220 SOUTH SIXTH STREET · MINNEAPOLIS, MN 554021436 | Accounting | $36,313 |
THE SEGAL COMPANY1 year Filed as: SEGAL SELECT INSURANCE SERVICES Service code 23 · EIN 46-0614919 333 WEST 34TH STREET · NEW YORK, NY 10001 | Insurance services; Direct payment fr... | $29,150 |
ASCENSUS LLC2 years Filed as: LEDBETTER PARTNERS, LLC Service code 29 · EIN 03-0599899 429 NORTH PENNSYLVANIA ST · INDIANAPOLIS, IN 46204 | Legal | $22,327 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $90,603 | $241,101-62.4% | $103,333-12.3% | $199,593-54.6% |
| Participation rate | 81.0% | 78.3%+2.7pp | 74.5%+6.5pp | 72.0%+9.0pp |
| Annual return | 13.99% | 17.80%-3.8pp | 24.88%-10.9pp | 34.25%-20.3pp |
| Employer contribution / active EE | $4,605 | $4,244+8.5% | $3,868+19.0% | $3,034+51.8% |
| Participant deferral / active EE | $0 | $3,958-100.0% | $5,057-100.0% | $5,087-100.0% |
| Admin fee / account holder | $139 | $288-51.6% | $8,355-98.3% | $269-48.2% |