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 & ASSOCIATES2 years Filed as: BRADY WARE & SCHOENFELD INC DBA BRA Service code 99 3601 RIGBY ROAD, SUITE 400 · DAYTON, OH 45342 | Other Fees | $18,300 |
Service code 27 315 DEADERICK ST 5TH FL · NASHVILLE, TN 37238 | Advisory (Plan) | $8,000 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $2,391 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $104,077 | $76,050+36.9% | $96,544+7.8% | $71,457+45.6% |
| Participation rate | 98.2% | 74.4%+23.8pp | 76.0%+22.2pp | 67.9%+30.2pp |
| Annual return | 13.70% | 22.81%-9.1pp | 25.84%-12.1pp | 28.85%-15.1pp |
| Employer contribution / active EE | $2,215 | $2,244-1.3% | $2,965-25.3% | $2,588-14.4% |
| Participant deferral / active EE | $5,487 | $4,215+30.2% | $4,851+13.1% | $4,289+27.9% |
| Admin fee / account holder | $132 | $2,707-95.1% | $8,252-98.4% | $1,587-91.7% |