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 ANNUITY INSURANCE COMPANY Service code 15 · EIN 84-0467907 | Recordkeeping | $460,755 |
Filed as: UNITED ADMINISTRATIVE SERVICES INC Service code 13 · EIN 94-1749354 | Contract Administrator | $54,243 |
Service code 27 · EIN 36-4268991 | Advisory (Plan) | $48,000 |
Filed as: NEYHART ANDERSON FLYNN & GROSBOLL Service code 29 · EIN 94-2576729 | Legal | $25,317 |
MILLER KAPLAN ARASE LLP1 year Service code 10 · EIN 95-2036255 | Accounting | $23,000 |
MMA SECURITIES LLC2 years Filed as: MARSH & MCLENNAN AGENCY Service code 22 · EIN 36-2668272 | Insurance Broker | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $70,755 | $103,641-31.7% | $107,525-34.2% | $102,872-31.2% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.1%+24.9pp | 73.0%+27.0pp |
| Annual return | 10.57% | 13.08%-2.5pp | 181.32%-170.7pp | 19.06%-8.5pp |
| Employer contribution / active EE | $3,159 | $5,096-38.0% | $3,754-15.8% | $3,526-10.4% |
| Participant deferral / active EE | $0 | $3,789-100.0% | $5,116-100.0% | $5,535-100.0% |
| Admin fee / account holder | $140 | $276-49.1% | $8,919-98.4% | $292-51.9% |