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 10 · EIN 06-1050034 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Accounting | $404,158 |
FIDUCIENT ADVISORS LLC1 year Service code 27 500 W MADISON ST STE 1700 · CHICAGO, IL 60661 | Advisory (Plan) | $51,783 |
COHNREZNICK LLP1 year Service code 10 ONE BOSTON PL · BOSTON, MA 02108 | Accounting | $48,069 |
Filed as: DIMEO SCHNEIDER & ASSOCIATES Service code 27 · EIN 36-4001764 | Advisory (Plan) | $17,261 |
Filed as: BOND SCHOENECK & KING PLLC Service code 29 PO BOX 11607 · SYRACUSE, NY 13218 | Legal | $7,178 |
Filed as: PENSION BENEFIT INFORMATION, LLC Service code 14 · EIN 82-4722389 | Plan Administrator | $80 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $123,628 | $110,299+12.1% | $102,423+20.7% | $199,593-38.1% |
| Participation rate | 93.3% | 86.3%+7.0pp | 76.5%+16.8pp | 72.0%+21.3pp |
| Annual return | 13.09% | 35.73%-22.6pp | 29.32%-16.2pp | 34.25%-21.2pp |
| Employer contribution / active EE | $5,252 | $3,603+45.8% | $3,023+73.7% | $3,034+73.1% |
| Participant deferral / active EE | $6,902 | $6,376+8.3% | $5,053+36.6% | $5,087+35.7% |
| Admin fee / account holder | $91 | $122-25.2% | $9,451-99.0% | $269-66.0% |