See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 9-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
AB FUNDS1 year Filed as: ALLIANCEBERNSTEIN L.P. Service code 27 501 COMMERCE ST · NASHVILLE, TN 37302 | Advisory (Plan) | $27,033 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $18,146 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $72,742 | $66,098+10.1% | $101,794-28.5% | $74,304-2.1% |
| Participation rate | 52.5% | 53.8%-1.3pp | 69.2%-16.7pp | 60.3%-7.9pp |
| Annual return | 14.51% | 19.59%-5.1pp | 30.53%-16.0pp | 29.43%-14.9pp |
| Employer contribution / active EE | $515 | $1,082-52.3% | $2,289-77.5% | $2,241-77.0% |
| Participant deferral / active EE | $3,342 | $2,781+20.2% | $4,084-18.2% | $3,767-11.3% |
| Admin fee / account holder | $320 | $4,146-92.3% | $8,777-96.3% | $2,969-89.2% |