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 & FREDERICK4 years Filed as: DARNALL, SIKES, GARDES & FREDERICK Service code 10 2000 KALISTE SALOOM RD · LAFAYETTE, LA 70503 | Accounting | $11,500 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $892 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $135 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $113,695 | $86,944+30.8% | $107,525+5.7% | $74,304+53.0% |
| Participation rate | 92.2% | 59.6%+32.6pp | 75.1%+17.1pp | 60.3%+31.8pp |
| Annual return | 12.13% | 23.52%-11.4pp | 181.32%-169.2pp | 29.43%-17.3pp |
| Employer contribution / active EE | $1,136 | $2,757-58.8% | $3,754-69.7% | $2,241-49.3% |
| Participant deferral / active EE | $5,905 | $3,554+66.1% | $5,116+15.4% | $3,767+56.7% |
| Admin fee / account holder | $89 | $3,727-97.6% | $8,919-99.0% | $2,969-97.0% |