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 LLC10+ years Service code 27 PO BOX 9497 · NEW YORK, NY 10087 | Advisory (Plan) | $68,027 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 15 · EIN 84-0467907 | Recordkeeping | $68,013 |
PIERSON FERDINAND LLP1 year Service code 99 1270 AVE OF THE AMERICAS · NEW YORK, NY 10020 | Other Fees | $18,035 |
BDO USA, LLP1 year Service code 10 5300 PATTERSON AVE SE · GRAND RAPIDS, MI 49512 | Accounting | $4,385 |
Filed as: QDRO CONSULTANTS Service code 16 · EIN 34-1820650 | Consulting | $300 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $205,588 | $110,483+86.1% | $145,433+41.4% | $79,634+158.2% |
| Participation rate | 98.9% | 71.1%+27.8pp | 82.1%+16.8pp | 62.5%+36.4pp |
| Annual return | 15.78% | 24.62%-8.8pp | 66.58%-50.8pp | 36.46%-20.7pp |
| Employer contribution / active EE | $3,651 | $4,053-9.9% | $4,554-19.8% | $2,529+44.4% |
| Participant deferral / active EE | $13,182 | $7,216+82.7% | $7,897+66.9% | $3,835+243.8% |
| Admin fee / account holder | $156 | $680-77.0% | $13,129-98.8% | $1,002-84.4% |