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 |
|---|---|---|
FORVIS MAZARS, LLP1 year Filed as: FORVIS MAZARS WEALTH ADVISORS, LLC Service code 13 · EIN 43-1815436 | Contract Administrator | $23,233 |
Filed as: EMPOWER ANUUITY INS. COMPANY Service code 50 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Direct Payment | $19,973 |
HOGANTAYLOR LLP2 years Filed as: HOGANTAYLOR, LLP Service code 10 P.O. BOX 21568 · TULSA, OK 74121 | Accounting | $17,900 |
BKD, LLP1 year Service code 13 · EIN 44-0160260 | Contract Administrator | $11,651 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,972 | $44,960-28.9% | $84,966-62.4% | $74,495-57.1% |
| Participation rate | 100.0% | 49.4%+50.6pp | 67.5%+32.5pp | 67.2%+32.8pp |
| Annual return | 9.85% | 26.24%-16.4pp | 66.38%-56.5pp | 1364.94%-1355.1pp |
| Employer contribution / active EE | $2,464 | $1,457+69.1% | $2,727-9.7% | $2,623-6.1% |
| Participant deferral / active EE | $2,020 | $2,731-26.0% | $4,519-55.3% | $4,346-53.5% |
| Admin fee / account holder | $297 | $2,209-86.5% | $6,149-95.2% | $1,942-84.7% |