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 |
|---|---|---|
AB FUNDS1 year Filed as: ALLIANCEBERNSTEIN LP Service code 27 1345 AVENUE OF THE AMERICAS · NEW YORK, NY 10105 | Advisory (Plan) | $33,758 |
ERNST & YOUNG LLP8+ years Filed as: ERNST & YOUNG US LLP Service code 10 PITTSBG NTNL BNK PITT 640382 · PITTSBURGH, PA 152640382 | Accounting | $16,293 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $286,569 | $102,553+179.4% | $151,611+89.0% | $66,914+328.3% |
| Participation rate | 95.1% | 85.5%+9.6pp | 87.5%+7.6pp | 69.8%+25.3pp |
| Annual return | -17.07% | -10.82%-6.2pp | 3.33%-20.4pp | 1.58%-18.7pp |
| Employer contribution / active EE | $15,161 | $4,180+262.7% | $6,166+145.9% | $2,544+495.9% |
| Participant deferral / active EE | $17,733 | $6,641+167.0% | $8,363+112.0% | $4,237+318.5% |
| Admin fee / account holder | $210 | $630-66.6% | $11,616-98.2% | $593-64.6% |