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 | $68,868-44.5% | $183,328-79.2% | $67,986-43.8% |
| Participation rate | 100.0% | 57.0%+43.0pp | 77.3%+22.7pp | 57.2%+42.8pp |
| Annual return | 18.23% | 28.80%-10.6pp | 29.67%-11.4pp | 31.67%-13.4pp |
| Employer contribution / active EE | $2,061 | $2,917-29.3% | $5,055-59.2% | $2,019+2.1% |
| Participant deferral / active EE | $5,968 | $4,364+36.8% | $6,795-12.2% | $3,358+77.7% |
| Admin fee / account holder | $0 | $3,805-100.0% | $21,427-100.0% | $3,203-100.0% |