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 O Service code 15 · EIN 84-0467907 | Recordkeeping | $97,384 |
MOSS ADAMS LLP1 year Service code 10 · EIN 91-0189318 | Accounting | $14,000 |
Filed as: BILKEYKATZ INVESTMENT CONSULTANTS I Service code 27 411 SEVENTH AVE. #1425 · PITTSBURGH, PA 15219 | Advisory (Plan) | $9,375 |
MERCER1 year Filed as: MERCER (US) INC Service code 16 · EIN 13-2834414 | Consulting | $4,292 |
Service code 12 · EIN 13-3689044 | Participant loan processing; Sales lo... | $1 |
Plan reported corrective distributions (failed ADP/ACP testing).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $76,506 | $43,113+77.5% | $82,719-7.5% | $77,904-1.8% |
| Participation rate | 94.6% | 63.8%+30.7pp | 72.6%+22.0pp | 73.7%+20.9pp |
| Annual return | 3339.80% | 2.60%+3337.2pp | 701.18%+2638.6pp | 12.21%+3327.6pp |
| Employer contribution / active EE | $5,032 | $1,924+161.5% | $3,009+67.2% | $2,848+76.7% |
| Participant deferral / active EE | $5,983 | $3,057+95.7% | $4,395+36.1% | $4,806+24.5% |
| Admin fee / account holder | $46 | $102-55.5% | $5,329-99.1% | $133-65.6% |