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 10-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 |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $368,920 |
CRS INSURANCE GROUP, LLC2 years Filed as: CRS INSURANCE GROUP LLC Service code 99 3525 PIEDMONT RD NE BLDG 6-605 · ATLANTA, GA 30305 | Other Fees | $78,061 |
ADAMS LITHOGRAPHY COMPANY3 years Filed as: ADAMS LITHOGRAPHING COMPANY Service code 99 2210 CHAPMAN RD · CHATTANOOGA, TN 37421 | Other Fees | $32,541 |
LBMC, PC2 years Filed as: LBMC PC Service code 10 201 FRANKLIN RD · BRENTWOOD, TN 37027 | Accounting | $22,000 |
M HOLDINGS SECURITIES INC2 years Service code 27 1125 NW COUCH ST STE 900 · PORTLAND, OR 97209 | Advisory (Plan) | $10,000 |
Filed as: AMERICANTCS TECHNOLOGY LLC Service code 99 777 E PARK DR STE 102 · HARRISBURG, PA 171112754 | Other Fees | $3,488 |
AMERICAN REALTY ADVISORS1 year Filed as: AMERICAN SOCIETY OF PENSION PROFESS Service code 99 4401 FAIRFAX DR STE 600 · ARLINGTON, VA 22203 | Other Fees | $950 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $55,597 | $121,719-54.3% | $154,803-64.1% | $140,769-60.5% |
| Participation rate | 14.5% | 76.3%-61.8pp | 78.1%-63.6pp | 74.2%-59.6pp |
| Annual return | 13.88% | 19.22%-5.3pp | 58.88%-45.0pp | 16.82%-2.9pp |
| Employer contribution / active EE | $0 | $2,466-100.0% | $4,305-100.0% | $3,906-100.0% |
| Participant deferral / active EE | $638 | $5,384-88.2% | $5,540-88.5% | $6,717-90.5% |
| Admin fee / account holder | $98 | $71+38.8% | $14,329-99.3% | $229-57.2% |