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 9-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 |
|---|---|---|
PROVENANCE WEALTH ADVISORS3 years Filed as: PROVENANCE WEALTH ADVISORS LLC Service code 27 200 S BISCAYNE BLVD · MIAMI, FL 331312310 | Advisory (Plan) | $73,319 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $20,633 |
METZ & ASSOCIATES PLLC1 year Service code 10 9201 N 25TH AVE STE 170 · PHOENIX, AZ 85021 | Accounting | $11,000 |
MOSS ADAMS LLP1 year Service code 10 PO BOX 101822 · PASADENA, CA 911891822 | Accounting | $10,159 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $107,929 | $65,908+63.8% | $81,812+31.9% | $77,643+39.0% |
| Participation rate | 97.0% | 65.8%+31.2pp | 72.3%+24.7pp | 70.6%+26.5pp |
| Annual return | 96.41% | 26.64%+69.8pp | 773.79%-677.4pp | 31.24%+65.2pp |
| Employer contribution / active EE | $3,415 | $2,370+44.1% | $2,912+17.3% | $2,726+25.3% |
| Participant deferral / active EE | $7,596 | $3,505+116.7% | $4,319+75.9% | $4,647+63.4% |
| Admin fee / account holder | $187 | $526-64.6% | $7,386-97.5% | $430-56.7% |