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 |
|---|---|---|
UNITED BENEFITS GROUP3 years Service code 13 PO BOX 169005 · KANSAS CITY, MO 64116 | Contract Administrator | $19,216 |
Filed as: INTELLICENTS INVESTMENT SOLUTIONS Service code 27 100 NORTH BROADWAY · ALBERT LEA, MN 56007 | Advisory (Plan) | $5,000 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $3,679 |
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 | $70,310 | $72,994-3.7% | $120,354-41.6% | $77,643-9.4% |
| Participation rate | 51.2% | 55.2%-4.1pp | 71.9%-20.7pp | 70.6%-19.4pp |
| Annual return | 12.66% | 18.23%-5.6pp | 107.15%-94.5pp | 31.24%-18.6pp |
| Employer contribution / active EE | $559 | $1,793-68.8% | $3,463-83.9% | $2,726-79.5% |
| Participant deferral / active EE | $2,433 | $3,011-19.2% | $4,991-51.3% | $4,647-47.7% |
| Admin fee / account holder | $99 | $658-84.9% | $9,423-98.9% | $430-76.9% |