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 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $191,512 |
LANER MUCHIN7 years Filed as: LANER MUCHIN LTD. Service code 29 · EIN 36-3088463 | Legal | $42,690 |
LEGACY PROFESSIONALS LLP9+ years Service code 10 · EIN 32-0043599 | Accounting | $34,033 |
GREGORIO MARCO2 years Filed as: GREGORIO, STEC, KLEIN & HOSE Service code 29 · EIN 36-4028033 | Legal | $29,353 |
DENISE DELHAYE9+ years Service code 30 · EIN 86-0928669 | Employee (plan) | $28,118 |
Filed as: STRATEGIC CAPITAL INVESTMENT ADV. Service code 27 · EIN 36-4268991 | Advisory (Plan) | $17,333 |
Filed as: BRIDGEWAY BENEFIT TECHNOLOGIES LLC Service code 15 · EIN 52-1796478 | Recordkeeping | $14,981 |
MARQUETTE ASSOCIATES1 year Filed as: MARQUETTE ASSOCIATES, INC Service code 27 · EIN 36-3485298 | Advisory (Plan) | $8,333 |
AMALGAMATED BANK1 year Filed as: AMALGAMATED BANK OF CHICAGO Service code 19 · EIN 36-0721895 | Securities Custodian | $2,167 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $76,511 | $74,831+2.2% | $96,683-20.9% | $103,482-26.1% |
| Participation rate | 84.7% | 83.1%+1.7pp | 74.3%+10.4pp | 73.3%+11.5pp |
| Annual return | 16.78% | 16.15%+0.6pp | 35.69%-18.9pp | 33.11%-16.3pp |
| Employer contribution / active EE | $3,755 | $3,888-3.4% | $3,737+0.5% | $3,208+17.1% |
| Participant deferral / active EE | $0 | $3,896-100.0% | $4,878-100.0% | $5,207-100.0% |
| Admin fee / account holder | $107 | $130-17.5% | $6,730-98.4% | $114-6.0% |