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) | $16,642 |
Filed as: EMPOWER ANNUITY INSURANCE CO OF AME Service code 64 8515 EAST ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $13,075 |
EDWARD JONES7+ years Filed as: EDWARD D JONES & CO L P Service code 27 · EIN 43-0345811 | Advisory (Plan) | $6,549 |
ASCENSUS LLC1 year Filed as: ASCENSUS HOLDINGS INC DBA FUTUREPLA Service code 13 101 W BROADWAY STE 1420 · SAN DIEGO, CA 92101 | Contract Administrator | $2,924 |
Service code 13 · EIN 11-3665754 | Contract Administrator | $2,649 |
AVINTUS2 years Filed as: AVINTUS LLC A FUTUEPLAN CO Service code 13 | Contract Administrator | $2,445 |
Filed as: MASSACHUSETTS MUTUAL LIFE INSURANCE Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $400 |
AVINTUS2 years Filed as: AVINTUS LLC A FUTUREPLAN CO Service code 14 · EIN 04-3682160 | Plan Administrator | $0 |
ASCENSUS LLC1 year Filed as: AVINTUS, LLC, AN ASCENSUS CO Service code 13 113 SEABOARD LANE · FRANKLIN, TN 37067 | Contract Administrator | $0 |
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.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $100,928 | $51,197+97.1% | $82,719+22.0% | $66,914+50.8% |
| Participation rate | 52.3% | 67.8%-15.5pp | 72.6%-20.2pp | 69.8%-17.5pp |
| Annual return | -9.30% | -9.64%+0.3pp | 701.18%-710.5pp | 1.58%-10.9pp |
| Employer contribution / active EE | $448 | $2,611-82.8% | $3,009-85.1% | $2,544-82.4% |
| Participant deferral / active EE | $3,627 | $3,458+4.9% | $4,395-17.5% | $4,237-14.4% |
| Admin fee / account holder | $316 | $416-24.1% | $5,329-94.1% | $593-46.8% |