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 |
|---|---|---|
DIMICK, HYDE, & LEWIS, PC2 years Filed as: DIMICK & LEWIS, PC Service code 13 · EIN 73-1158890 | Contract Administrator | $31,601 |
Filed as: EMPOWER RETIREMENT Service code 13 · EIN 84-0467907 | Contract Administrator | $23,847 |
Filed as: MERRILL LYNCH Service code 27 · EIN 13-5674085 | Advisory (Plan) | $21,812 |
MCAFEE & TAFT7 years Service code 29 · EIN 73-0781676 | Legal | $15,441 |
Filed as: BRYAN, LITTLE, HALEY & KENT PC Service code 10 · EIN 73-0941849 | Accounting | $10,250 |
IMA WEALTH INC6 years Filed as: IMA SELECT Service code 23 · EIN 26-3811485 | Other insurance fees and expenses; In... | $8,094 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $76,717 | $52,208+46.9% | $86,612-11.4% | $74,419+3.1% |
| Participation rate | 100.0% | 66.3%+33.7pp | 71.7%+28.3pp | 70.7%+29.3pp |
| Annual return | 11.60% | 44.46%-32.9pp | 591.07%-579.5pp | 34.38%-22.8pp |
| Employer contribution / active EE | $4,681 | $2,282+105.1% | $3,022+54.9% | $2,637+77.5% |
| Participant deferral / active EE | $771 | $3,383-77.2% | $4,438-82.6% | $4,528-83.0% |
| Admin fee / account holder | $266 | $319-16.4% | $5,614-95.3% | $348-23.4% |