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: EMPOWER ANNUITY INSURANCE CO OF AME Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $37,519 |
Filed as: KILEY JUERGENS WEALTH MANAGEMENT LL Service code 27 2409 PACIFIC AVE SE STE C · OLYMPIA, WA 98501 | Advisory (Plan) | $31,585 |
PROFESSIONAL BENEFIT SERVICES8+ years Filed as: PROFESSIONAL BENEFIT SERVICES, INC Service code 13 · EIN 93-0998477 1193 ROYVONNE AVE SE · SALEM, OH 97302 | Contract Administrator | $11,523 |
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 | $23,167 | $46,292-50.0% | $143,757-83.9% | $64,808-64.3% |
| Participation rate | 100.0% | 64.2%+35.8pp | 80.3%+19.7pp | 71.5%+28.5pp |
| Annual return | -15.45% | -10.05%-5.4pp | -0.04%-15.4pp | 32.82%-48.3pp |
| Employer contribution / active EE | $3,663 | $1,910+91.8% | $4,951-26.0% | $2,506+46.2% |
| Participant deferral / active EE | $4,140 | $2,646+56.5% | $5,637-26.6% | $4,310-3.9% |
| Admin fee / account holder | $186 | $154+20.9% | $14,673-98.7% | $188-1.0% |