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 |
|---|---|---|
MMA SECURITIES LLC3 years Service code 27 PO BOX 9497 · NEW YORK, NY 10087 | Advisory (Plan) | $31,424 |
EIDE BAILLY LLP11+ years Service code 10 PO BOX 88678 · MILWAUKEE, WI 53288 | Accounting | $15,304 |
WIPFLI LLP1 year Service code 99 11 SCOTT STREET · WAUSAU, WI 54403 | Other Fees | $3,180 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $821 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $102,590 | $132,049-22.3% | $200,582-48.9% | $74,304+38.1% |
| Participation rate | 97.7% | 84.1%+13.6pp | 86.9%+10.8pp | 60.3%+37.3pp |
| Annual return | 14.65% | 22.22%-7.6pp | 42.33%-27.7pp | 29.43%-14.8pp |
| Employer contribution / active EE | $3,395 | $4,558-25.5% | $6,419-47.1% | $2,241+51.5% |
| Participant deferral / active EE | $7,704 | $7,213+6.8% | $9,331-17.4% | $3,767+104.5% |
| Admin fee / account holder | $295 | $2,405-87.7% | $16,305-98.2% | $2,969-90.1% |