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 LLC1 year Service code 27 PO BOX 9497 · NEW YORK, NY 10087 | Advisory (Plan) | $11,435 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $44,605 | $70,669-36.9% | $169,368-73.7% | $75,163-40.7% |
| Participation rate | 45.9% | 64.8%-18.9pp | 77.1%-31.2pp | 67.2%-21.3pp |
| Annual return | 16.51% | 36.36%-19.9pp | 405.60%-389.1pp | 160.62%-144.1pp |
| Employer contribution / active EE | $1,534 | $2,211-30.6% | $4,013-61.8% | $2,670-42.5% |
| Participant deferral / active EE | $3,439 | $4,311-20.2% | $6,221-44.7% | $4,125-16.6% |
| Admin fee / account holder | $139 | $5,402-97.4% | $9,003-98.5% | $5,651-97.5% |