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 |
|---|---|---|
EMPLOYEE FIDUCIARY, LLC5 years Filed as: EMPLOYEE BENEFITS RESOURCES, LLC Service code 13 | Contract Administrator | $2,560 |
Filed as: EMPOWER ANNUITY INSURANCE CO. Service code 64 · EIN 84-0467907 | Recordkeeping Fees | $1,530 |
EMPLOYEE BENEFITS GROUP, LLC5 years Service code 13 · EIN 73-1554797 | Contract Administrator | $0 |
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 | $38,216 | $69,454-45.0% | $180,183-78.8% | $74,304-48.6% |
| Participation rate | 100.0% | 61.8%+38.2pp | 77.4%+22.6pp | 60.3%+39.7pp |
| Annual return | 18.23% | 25.86%-7.6pp | 27.86%-9.6pp | 29.43%-11.2pp |
| Employer contribution / active EE | $2,061 | $3,155-34.7% | $5,039-59.1% | $2,241-8.0% |
| Participant deferral / active EE | $5,968 | $4,662+28.0% | $6,822-12.5% | $3,767+58.4% |
| Admin fee / account holder | $0 | $3,036-100.0% | $19,975-100.0% | $2,969-100.0% |