Unlock peer percentile detail for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Unlock 9-year trajectory for $4.99 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 |
|---|---|---|
METRO BENEFITS, INC.4 years Service code 13 · EIN 25-1541083 8150 PERRY HIGHWAY, SUITE 311 · PITTSUBURGH, PA 15237 | Contract Administrator | $11,786 |
Filed as: EMPOWER ANNUITY INSURANCE CO. OF AM Service code 15 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $2,523 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,936 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,119 | $54,193-0.1% | $93,654-42.2% | $77,671-30.3% |
| Participation rate | 78.6% | 63.9%+14.6pp | 68.7%+9.9pp | 70.6%+8.0pp |
| Annual return | 15.53% | 30.54%-15.0pp | 133.34%-117.8pp | 31.21%-15.7pp |
| Employer contribution / active EE | $1,477 | $1,168+26.4% | $2,421-39.0% | $2,726-45.8% |
| Participant deferral / active EE | $4,406 | $3,144+40.1% | $4,413-0.2% | $4,648-5.2% |
| Admin fee / account holder | $235 | $576-59.2% | $8,282-97.2% | $430-45.4% |