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 |
|---|---|---|
AB FUNDS1 year Filed as: ALLIANCEBERNSTEIN LP Service code 27 501 COMMERCE ST · NASHVILLE, TN 37302 | Advisory (Plan) | $22,969 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $18,388 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $67,870 | $79,184-14.3% | $102,438-33.7% | $74,546-9.0% |
| Participation rate | 77.6% | 74.8%+2.8pp | 76.5%+1.1pp | 67.2%+10.4pp |
| Annual return | 22.14% | 54.95%-32.8pp | 29.37%-7.2pp | 1366.03%-1343.9pp |
| Employer contribution / active EE | $6,191 | $2,362+162.1% | $3,024+104.7% | $2,624+135.9% |
| Participant deferral / active EE | $12,952 | $4,414+193.4% | $5,054+156.3% | $4,347+197.9% |
| Admin fee / account holder | $302 | $2,001-84.9% | $9,448-96.8% | $1,944-84.5% |