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 4-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 RETIREMENT, LLC Service code 13 · EIN 84-1233483 | Contract Administrator | $44,181 |
Filed as: MARSHALL AND MOSS, LLP Service code 10 · EIN 11-3360166 | Accounting | $33,750 |
CARY KANE LLP1+ years Filed as: CARY KANE, LLP Service code 29 · EIN 20-1942442 | Legal | $20,000 |
PROSKAUER ROSE LLP1+ years Filed as: PROSKAUER ROSE, LLP Service code 29 · EIN 13-1840454 | Legal | $20,000 |
NOVAK FRANCELLA LLC1+ years Filed as: NOVAK FRANCELLA, LLC Service code 10 · EIN 61-1436956 | Accounting | $18,600 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $4,733 | $84,000-94.4% | $119,609-96.0% | $77,904-93.9% |
| Participation rate | 100.0% | 77.8%+22.2pp | 79.3%+20.7pp | 73.7%+26.3pp |
| Annual return | 0.00% | -11.59%+11.6pp | -14.97%+15.0pp | 12.21%-12.2pp |
| Employer contribution / active EE | $4,576 | $2,907+57.4% | $4,232+8.1% | $2,848+60.7% |
| Participant deferral / active EE | $0 | $4,705-100.0% | $5,602-100.0% | $4,806-100.0% |
| Admin fee / account holder | $65 | $116-43.6% | $10,323-99.4% | $133-50.7% |