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 4-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 |
|---|---|---|
MMLIS1 year Service code 27 1295 STATE ST · SPRINGFIELD, MA 01111 | Advisory (Plan) | $10,869 |
Service code 13 300 S MAIN ST STE 328 · HOLLY SPRINGS, NC 27540 | Contract Administrator | $5,094 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $2,001 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $25,895 | $59,417-56.4% | $93,606-72.3% | $74,495-65.2% |
| Participation rate | 91.2% | 59.7%+31.6pp | 68.7%+22.5pp | 67.2%+24.0pp |
| Annual return | 7.97% | 81.83%-73.9pp | 133.20%-125.2pp | 1364.94%-1357.0pp |
| Employer contribution / active EE | $802 | $1,264-36.6% | $2,420-66.9% | $2,623-69.4% |
| Participant deferral / active EE | $4,224 | $3,050+38.5% | $4,411-4.2% | $4,346-2.8% |
| Admin fee / account holder | $83 | $3,021-97.3% | $8,285-99.0% | $1,942-95.7% |