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 |
|---|---|---|
AB FUNDS1 year Filed as: ALLIANCEBERNSTEIN LP Service code 27 1345 AVENUE OF THE AMERICAS · NEW YORK, NY 10105 | Advisory (Plan) | $14,718 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $9,024 |
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 | $38,980 | $49,451-21.2% | $79,550-51.0% | $66,914-41.7% |
| Participation rate | 77.0% | 61.3%+15.7pp | 69.5%+7.6pp | 69.8%+7.2pp |
| Annual return | -13.95% | 84.25%-98.2pp | 0.16%-14.1pp | 1.58%-15.5pp |
| Employer contribution / active EE | $343 | $1,266-72.9% | $2,413-85.8% | $2,544-86.5% |
| Participant deferral / active EE | $3,403 | $3,159+7.8% | $3,985-14.6% | $4,237-19.7% |
| Admin fee / account holder | $151 | $595-74.6% | $6,832-97.8% | $593-74.5% |