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 |
|---|---|---|
SUNBELT SECURITIES INC2 years Filed as: SUNBELT SECURITIES Service code 27 2700 POST OAK BLVD STE 1700 · HOUSTON, TX 77056 | Advisory (Plan) | $63,134 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 15 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $28,965 |
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 | $160,718 | $102,197+57.3% | $142,449+12.8% | $74,419+116.0% |
| Participation rate | 98.7% | 79.8%+18.9pp | 76.8%+21.9pp | 70.7%+28.0pp |
| Annual return | 20.98% | 19.73%+1.3pp | 19.99%+1.0pp | 34.38%-13.4pp |
| Employer contribution / active EE | $9,904 | $5,052+96.1% | $4,847+104.3% | $2,637+275.5% |
| Participant deferral / active EE | $13,240 | $6,304+110.0% | $6,283+110.7% | $4,528+192.4% |
| Admin fee / account holder | $201 | $186+8.1% | $10,011-98.0% | $348-42.2% |