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 |
|---|---|---|
BRADY MARTZ & ASSOCIATES1 year Filed as: BRADY WARE & SCHOENFELD INC DBA BRA Service code 99 3601 RIGBY RD · MIAMISBURG, OH 45342 | Other Fees | $15,000 |
UBS FINANCIAL SERVICES INC3 years Filed as: UBS FINANCIAL SERVICES, INC. Service code 27 · EIN 13-2638166 | Advisory (Plan) | $8,000 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $6,173 |
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 | $98,103 | $65,435+49.9% | $86,677+13.2% | $66,914+46.6% |
| Participation rate | 98.7% | 75.5%+23.3pp | 76.6%+22.1pp | 69.8%+28.9pp |
| Annual return | -12.55% | -10.89%-1.7pp | 35.91%-48.5pp | 1.58%-14.1pp |
| Employer contribution / active EE | $1,749 | $2,153-18.8% | $2,836-38.3% | $2,544-31.2% |
| Participant deferral / active EE | $5,745 | $4,100+40.1% | $4,656+23.4% | $4,237+35.6% |
| Admin fee / account holder | $142 | $642-77.8% | $7,493-98.1% | $593-76.0% |