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 COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $340,223 |
Filed as: FIFTH THIRD BANK Service code 27 38 FOUNTAIN SQ PLZ · CINCINNATI, OH 45263 | Advisory (Plan) | $54,336 |
DOLINKA VANNOORD & CO PLLP7 years Service code 10 360 E BELTLINE NE STE 200 · GRAND RAPIDS, MI 49506 | Accounting | $19,785 |
TD AMERITRADE, INC.2 years Filed as: TD AMERITRADE, INC Service code 33 | Securities brokerage | $0 |
TD AMERITRADE, INC.8+ years Service code 33 200 S. 108TH AVENUE · OMAHA, NE 68154 | Securities brokerage | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $30,266 | $27,839+8.7% | $61,373-50.7% | $78,044-61.2% |
| Participation rate | 17.5% | 29.8%-12.4pp | 52.6%-35.1pp | 74.4%-57.0pp |
| Annual return | -14.49% | -13.45%-1.0pp | 338.61%-353.1pp | 10.87%-25.4pp |
| Employer contribution / active EE | $153 | $367-58.1% | $1,159-86.8% | $3,125-95.1% |
| Participant deferral / active EE | $751 | $968-22.4% | $2,125-64.7% | $5,084-85.2% |
| Admin fee / account holder | $206 | $113+81.5% | $2,130-90.3% | $79+160.5% |