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 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $224,512 |
MMA SECURITIES LLC4 years Service code 27 PO BOX 9497 · NEW YORK, NY 10087 | Advisory (Plan) | $55,000 |
ADP BROKER-DEALER2 years Filed as: PENSION CONSULTANTS INC Service code 13 74 BATTERSON PARK RD · FARMINGTON, CT 06032 | Contract Administrator | $45,000 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $124,990 | $48,698+156.7% | $93,606+33.5% | $199,593-37.4% |
| Participation rate | 40.9% | 63.5%-22.7pp | 68.7%-27.9pp | 72.0%-31.1pp |
| Annual return | 12.26% | 15.34%-3.1pp | 133.20%-120.9pp | 34.25%-22.0pp |
| Employer contribution / active EE | $921 | $1,135-18.9% | $2,420-61.9% | $3,034-69.6% |
| Participant deferral / active EE | $3,909 | $2,817+38.8% | $4,411-11.4% | $5,087-23.1% |
| Admin fee / account holder | $236 | $195+21.0% | $8,285-97.1% | $269-12.2% |