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 |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE CO OF AME Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $20,363 |
MMA SECURITIES LLC3 years Service code 27 PO BOX 9497 · NEW YORK, NY 10087 | Advisory (Plan) | $20,222 |
PENTEGRA SERVICES, INC.3 years Filed as: PENTEGRA SERVICES INC Service code 13 5350 SEVENTY SEVEN CENTER DR STE 20 · CHARLOTTE, NC 28217 | Contract Administrator | $12,054 |
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 | $60,690 | $29,548+105.4% | $56,411+7.6% | $77,643-21.8% |
| Participation rate | 27.0% | 32.7%-5.7pp | 52.5%-25.5pp | 70.6%-43.6pp |
| Annual return | 16.82% | 19.01%-2.2pp | 1701.33%-1684.5pp | 31.24%-14.4pp |
| Employer contribution / active EE | $283 | $568-50.2% | $1,039-72.8% | $2,726-89.6% |
| Participant deferral / active EE | $1,383 | $1,061+30.3% | $1,952-29.2% | $4,647-70.2% |
| Admin fee / account holder | $423 | $1,046-59.5% | $2,829-85.0% | $430-1.6% |