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 |
|---|---|---|
FNBB CAPITAL MARKETS LLC3 years Service code 27 600 UNIVERSITY PARK PLACE STE 380 · BIRMINGHAM, AL 35209 | Advisory (Plan) | $68,702 |
MAULDIN & JENKINS3 years Filed as: MAULDIN & JENKINS LLC Service code 10 200 GALLERIA PARKWAY SE STE 1700 · ATLANTA, GA 35209 | Accounting | $9,350 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $4,781 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,843 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,354 | $80,005-57.1% | $140,016-75.5% | $55,725-38.4% |
| Participation rate | 97.7% | 87.0%+10.7pp | 87.5%+10.2pp | 70.9%+26.9pp |
| Annual return | 0.78% | 0.46%+0.3pp | 651.12%-650.3pp | 244.93%-244.2pp |
| Employer contribution / active EE | $2,214 | $3,403-34.9% | $5,606-60.5% | $2,078+6.5% |
| Participant deferral / active EE | $2,216 | $5,264-57.9% | $6,927-68.0% | $3,356-34.0% |
| Admin fee / account holder | $128 | $116+11.1% | $10,705-98.8% | $115+11.6% |