See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
AB FUNDS4 years Filed as: ALLIANCEBERNSTEIN LP Service code 27 501 COMMERCE ST · NASHVILLE, TN 37302 | Advisory (Plan) | $61,107 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $22,119 |
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 | $81,020 | $106,028-23.6% | $146,958-44.9% | $77,643+4.3% |
| Participation rate | 81.9% | 78.4%+3.5pp | 82.2%-0.3pp | 70.6%+11.3pp |
| Annual return | 17.03% | 56.73%-39.7pp | 418.34%-401.3pp | 31.24%-14.2pp |
| Employer contribution / active EE | $3,583 | $4,063-11.8% | $4,933-27.4% | $2,726+31.4% |
| Participant deferral / active EE | $8,954 | $7,990+12.1% | $8,070+11.0% | $4,647+92.7% |
| Admin fee / account holder | $255 | $337-24.6% | $12,998-98.0% | $430-40.9% |