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 |
|---|---|---|
DAVENPORT & COMPANY LLC2 years Service code 27 · EIN 54-1835842 | Advisory (Plan) | $45,124 |
PBMARES, LLP4 years Service code 13 · EIN 54-0737372 | Contract Administrator | $10,012 |
Filed as: MASSACHUSETTS MUTUAL LIFE INSURANCE Service code 62 · EIN 04-1590850 | Recordkeeping fees; Float revenue | $7,473 |
Filed as: EMPOWER ANNUITY INS CO OF AMERICA Service code 64 8515 EAST ORCHID ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $213 |
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 | $52,016 | $47,722+9.0% | $82,719-37.1% | $64,808-19.7% |
| Participation rate | 85.7% | 67.6%+18.0pp | 72.6%+13.1pp | 71.5%+14.2pp |
| Annual return | -12.92% | -13.05%+0.1pp | 701.18%-714.1pp | 32.82%-45.7pp |
| Employer contribution / active EE | $1,555 | $2,179-28.6% | $3,009-48.3% | $2,506-37.9% |
| Participant deferral / active EE | $4,427 | $3,329+33.0% | $4,395+0.7% | $4,310+2.7% |
| Admin fee / account holder | $167 | $143+16.7% | $5,329-96.9% | $188-11.1% |