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 FUNDS3 years Filed as: ALLIANCEBERNSTEIN LP Service code 27 501 COMMERCE ST · NASHVILLE, TN 37302 | Advisory (Plan) | $23,337 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $15,328 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $63,728 | $59,417+7.3% | $93,606-31.9% | $74,495-14.5% |
| Participation rate | 56.0% | 59.7%-3.7pp | 68.7%-12.7pp | 67.2%-11.2pp |
| Annual return | 10.40% | 81.83%-71.4pp | 133.20%-122.8pp | 1364.94%-1354.5pp |
| Employer contribution / active EE | $539 | $1,264-57.4% | $2,420-77.7% | $2,623-79.5% |
| Participant deferral / active EE | $3,400 | $3,050+11.5% | $4,411-22.9% | $4,346-21.8% |
| Admin fee / account holder | $276 | $3,021-90.9% | $8,285-96.7% | $1,942-85.8% |