See peer percentile detail. $4.99 for your first month.
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See the 5-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 |
|---|---|---|
AB FUNDS2+ years Filed as: ALLIANCEBERNSTEIN LP Service code 27 1345 AVENUE OF THE AMERICAS · NEW YORK, NY 10105 | Advisory (Plan) | $119,641 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $99,281 |
ACUFF & ASSOCIATES, INC.1 year Service code 13 320 SEVEN SPRINGS WAY, SUITE 115 · BRENTWOOD, TN 37027 | Contract Administrator | $48,281 |
WATKINS UIBERALL, PLLC2+ years Filed as: WATKINS UIBERALL PLLC Service code 10 1661 AARON BRENNER · MEMPHIS, TN 38120 | Accounting | $12,650 |
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 | $41,649 | $84,000-50.4% | $119,609-65.2% | $77,904-46.5% |
| Participation rate | 90.2% | 77.8%+12.4pp | 79.3%+11.0pp | 73.7%+16.5pp |
| Annual return | -15.64% | -11.59%-4.0pp | -14.97%-0.7pp | 12.21%-27.8pp |
| Employer contribution / active EE | $1,243 | $2,907-57.2% | $4,232-70.6% | $2,848-56.3% |
| Participant deferral / active EE | $3,505 | $4,705-25.5% | $5,602-37.4% | $4,806-27.1% |
| Admin fee / account holder | $167 | $116+44.0% | $10,323-98.4% | $133+25.8% |