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 LLC2 years Service code 27 PO BOX 9497 · NEW YORK, NY 10087 | Advisory (Plan) | $18,184 |
Filed as: EMPOWER ANNUITY INSURANCE CO OF AME Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $17,314 |
PENTEGRA SERVICES, INC.2 years Filed as: PENTEGRA SERVICES INC Service code 13 5350 SEVENTY SEVEN CENTER DR STE 20 · CHARLOTTE, NC 28217 | Contract Administrator | $12,735 |
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 | $57,330 | $27,839+105.9% | $58,482-2.0% | $71,457-19.8% |
| Participation rate | 29.8% | 34.5%-4.8pp | 50.9%-21.1pp | 67.9%-38.1pp |
| Annual return | 19.24% | 26.81%-7.6pp | 4239.32%-4220.1pp | 28.85%-9.6pp |
| Employer contribution / active EE | $325 | $631-48.4% | $1,053-69.1% | $2,588-87.4% |
| Participant deferral / active EE | $1,592 | $1,206+32.0% | $1,924-17.3% | $4,289-62.9% |
| Admin fee / account holder | $404 | $1,641-75.4% | $2,516-83.9% | $1,587-74.6% |