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 |
|---|---|---|
MMA SECURITIES LLC8 years Service code 27 PO BOX 9497 · NEW YORK, NY 10087 | Advisory (Plan) | $90,099 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $87,388 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $52,492 | $58,644-10.5% | $177,989-70.5% | $199,593-73.7% |
| Participation rate | 49.5% | 65.5%-16.0pp | 77.1%-27.6pp | 72.0%-22.5pp |
| Annual return | 15.08% | 19.25%-4.2pp | 294.48%-279.4pp | 34.25%-19.2pp |
| Employer contribution / active EE | $1,496 | $1,801-16.9% | $3,949-62.1% | $3,034-50.7% |
| Participant deferral / active EE | $2,888 | $4,248-32.0% | $6,276-54.0% | $5,087-43.2% |
| Admin fee / account holder | $183 | $145+26.0% | $10,363-98.2% | $269-31.9% |