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 | $119,446+72.1% | $150,045+37.0% | $85,563+140.3% |
| Participation rate | 98.9% | 75.4%+23.5pp | 82.3%+16.6pp | 66.0%+32.9pp |
| Annual return | 15.78% | 23.72%-7.9pp | 62.55%-46.8pp | 31.51%-15.7pp |
| Employer contribution / active EE | $3,651 | $4,078-10.5% | $4,693-22.2% | $2,654+37.6% |
| Participant deferral / active EE | $13,182 | $7,985+65.1% | $7,997+64.8% | $4,375+201.3% |
| Admin fee / account holder | $156 | $548-71.5% | $13,435-98.8% | $834-81.3% |