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 |
|---|---|---|
Service code 27 4208 SIX FORKS RD STE 1700 · RALEIGH, NC 27609 | Advisory (Plan) | $108,382 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $64,896 |
SQUIRE PATTON BOGGS US LLP2+ years Filed as: SQUIRE & COMPANY PC Service code 10 1329 SOUTH 800 EAST · OREM, UT 84097 | Accounting | $25,891 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $10,050 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,079 | $70,106-44.3% | $80,975-51.7% | $63,975-38.9% |
| Participation rate | 93.8% | 79.4%+14.4pp | 75.8%+17.9pp | 71.1%+22.6pp |
| Annual return | 9.38% | 13.93%-4.5pp | 17.10%-7.7pp | 48.65%-39.3pp |
| Employer contribution / active EE | $2,338 | $2,042+14.5% | $3,714-37.1% | $2,182+7.1% |
| Participant deferral / active EE | $5,097 | $5,245-2.8% | $5,696-10.5% | $3,356+51.9% |
| Admin fee / account holder | $144 | $57+152.7% | $5,516-97.4% | $70+104.5% |