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 |
|---|---|---|
MMA SECURITIES LLC1 year Service code 27 PO BOX 9497 · NEW YORK, NY 10087 | Advisory (Plan) | $21,032 |
Filed as: EMPOWER ANNUITY INSURANCE CO OF AME Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $20,252 |
PENTEGRA SERVICES, INC.1 year Filed as: PENTEGRA SERVICES INC Service code 13 5350 SEVENTY SEVEN CENTER DR STE 20 · CHARLOTTE, NC 28217 | Contract Administrator | $12,866 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $48,898 | $26,549+84.2% | $61,373-20.3% | $66,914-26.9% |
| Participation rate | 31.1% | 38.1%-7.0pp | 52.6%-21.5pp | 69.8%-38.7pp |
| Annual return | -18.84% | -16.21%-2.6pp | 338.61%-357.4pp | 1.58%-20.4pp |
| Employer contribution / active EE | $285 | $651-56.2% | $1,159-75.4% | $2,544-88.8% |
| Participant deferral / active EE | $1,544 | $1,338+15.4% | $2,125-27.3% | $4,237-63.6% |
| Admin fee / account holder | $377 | $409-7.8% | $2,130-82.3% | $593-36.5% |