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 FUNDS2 years Filed as: ALLIANCEBERNSTEIN LP Service code 27 501 COMMERCE ST · NASHVILLE, TN 37302 | Advisory (Plan) | $19,192 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $12,009 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $48,460 | $54,701-11.4% | $86,188-43.8% | $71,457-32.2% |
| Participation rate | 57.7% | 60.1%-2.4pp | 69.0%-11.2pp | 67.9%-10.2pp |
| Annual return | 14.45% | 20.06%-5.6pp | 1168.45%-1154.0pp | 28.85%-14.4pp |
| Employer contribution / active EE | $804 | $1,265-36.4% | $2,380-66.2% | $2,588-68.9% |
| Participant deferral / active EE | $3,241 | $3,108+4.3% | $3,985-18.7% | $4,289-24.4% |
| Admin fee / account holder | $195 | $1,922-89.9% | $6,852-97.2% | $1,587-87.7% |