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 |
|---|---|---|
DARNALL SIKES & FREDERICK3 years Filed as: DARNALL, SIKES, GARDES & FREDERICK Service code 10 2000 KALISTE SALOOM RD · LAFAYETTE, LA 70503 | Accounting | $22,000 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $1,468 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $190 |
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 | $93,512 | $80,724+15.8% | $103,333-9.5% | $74,495+25.5% |
| Participation rate | 91.9% | 65.7%+26.2pp | 74.5%+17.3pp | 67.2%+24.7pp |
| Annual return | 14.05% | 27.56%-13.5pp | 24.88%-10.8pp | 1364.94%-1350.9pp |
| Employer contribution / active EE | $1,150 | $3,157-63.6% | $3,868-70.3% | $2,623-56.2% |
| Participant deferral / active EE | $5,387 | $3,860+39.5% | $5,057+6.5% | $4,346+24.0% |
| Admin fee / account holder | $162 | $2,368-93.2% | $8,355-98.1% | $1,942-91.7% |