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 |
|---|---|---|
Filed as: MERRILL LYNCH PIERCE FENNER SMITH Service code 27 · EIN 13-5674085 | Advisory (Plan) | $6,975 |
HUNNEX AND SHOEMAKER, INC.7 years Service code 13 · EIN 91-1072394 | Contract Administrator | $1,351 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 · EIN 84-0467907 | Recordkeeping Fees | $150 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 | Investment Management | $18 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return 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 | $91,090 | $88,083+3.4% | $164,813-44.7% | $74,495+22.3% |
| Participation rate | 78.3% | 73.0%+5.3pp | 78.6%-0.3pp | 67.2%+11.1pp |
| Annual return | 10.44% | 17.26%-6.8pp | 69.93%-59.5pp | 1364.94%-1354.5pp |
| Employer contribution / active EE | $1,828 | $2,593-29.5% | $4,341-57.9% | $2,623-30.3% |
| Participant deferral / active EE | $718 | $4,498-84.0% | $6,031-88.1% | $4,346-83.5% |
| Admin fee / account holder | $549 | $2,234-75.4% | $12,690-95.7% | $1,942-71.7% |