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 |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $31,063 |
Filed as: FIRST CITIZENS BANK AND TRUST COMPA Service code 27 PO BOX 29522 · RALEIGH, NC 27626 | Advisory (Plan) | $30,000 |
MPCOMPANY LLP2 years Filed as: MCMILLAN PATE & COMPANY LLP Service code 10 615 OBERLIN RD STE 200 · RALEIGH, NC 27605 | Accounting | $13,500 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $470 |
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 | $32,757 | $53,165-38.4% | $86,188-62.0% | $74,419-56.0% |
| Participation rate | 83.6% | 64.9%+18.8pp | 69.0%+14.7pp | 70.7%+12.9pp |
| Annual return | 17.31% | 22.64%-5.3pp | 1168.45%-1151.1pp | 34.38%-17.1pp |
| Employer contribution / active EE | $969 | $1,210-19.9% | $2,380-59.3% | $2,637-63.3% |
| Participant deferral / active EE | $2,401 | $3,234-25.8% | $3,985-39.8% | $4,528-47.0% |
| Admin fee / account holder | $234 | $551-57.5% | $6,852-96.6% | $348-32.6% |