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 10-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 |
|---|---|---|
MIRACLE MILE ADVISORS LLC2 years Service code 27 11300 OLYMPIC BLVD UNIT 800 · LOS ANGELES, CA 90064 | Advisory (Plan) | $35,015 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $28,545 |
Filed as: JORDAN & ASSOCIATES RETIREMENT SVCS Service code 13 · EIN 68-0369583 100 STONY POINT ROAD, SUITE 216 · SANTA ROSA, CA 95401 | Contract Administrator | $17,923 |
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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $104,630 | $54,193+93.1% | $93,606+11.8% | $77,643+34.8% |
| Participation rate | 44.8% | 63.9%-19.1pp | 68.7%-23.9pp | 70.6%-25.7pp |
| Annual return | 13.82% | 30.54%-16.7pp | 133.20%-119.4pp | 31.24%-17.4pp |
| Employer contribution / active EE | $363 | $1,168-68.9% | $2,420-85.0% | $2,726-86.7% |
| Participant deferral / active EE | $3,759 | $3,144+19.6% | $4,411-14.8% | $4,647-19.1% |
| Admin fee / account holder | $480 | $576-16.6% | $8,285-94.2% | $430+11.5% |