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 LLC7 years Service code 27 600 UNIVERSITY PARK PLACE STE 380 · BIRMINGHAM, AL 35209 | Advisory (Plan) | $57,970 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $19,591 |
MAULDIN & JENKINS7 years Filed as: MAULDIN & JENKINS LLC Service code 10 200 GALLERIA PARKWAY SE STE 1700 · ATLANTA, GA 35209 | Accounting | $12,500 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $8,274 |
Participant contribution per participant 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 | $37,800 | $86,897-56.5% | $151,611-75.1% | $64,808-41.7% |
| Participation rate | 98.1% | 87.3%+10.9pp | 87.5%+10.6pp | 71.5%+26.7pp |
| Annual return | -15.05% | -3.57%-11.5pp | 3.33%-18.4pp | 32.82%-47.9pp |
| Employer contribution / active EE | $2,824 | $4,010-29.6% | $6,166-54.2% | $2,506+12.7% |
| Participant deferral / active EE | $3,381 | $6,690-49.5% | $8,363-59.6% | $4,310-21.6% |
| Admin fee / account holder | $127 | $153-16.9% | $11,616-98.9% | $188-32.3% |