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 COMPANY Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $35,429 |
MMA SECURITIES LLC3 years Filed as: ASSURED PARTNERS CAPITAL INC Service code 27 200 COLONIAL CENTER PARKWAY · LAKE MARY, FL 32746 | Advisory (Plan) | $23,632 |
PREMIER RETIREMENT PARTNERS3 years Service code 13 8040 EXCELSIOR DRIVE · MADISON, WI 53717 | Contract Administrator | $11,986 |
BAS PARTNERS1 year Service code 10 15800 PINES BLVD · PENBROKE PINES, FL 330271212 | Accounting | $7,000 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $13,106 | $57,831-77.3% | $82,389-84.1% | $85,563-84.7% |
| Participation rate | 38.3% | 55.0%-16.6pp | 69.5%-31.2pp | 66.0%-27.6pp |
| Annual return | 10.30% | 17.86%-7.6pp | 28.67%-18.4pp | 31.51%-21.2pp |
| Employer contribution / active EE | $1,134 | $1,643-31.0% | $2,517-54.9% | $2,654-57.3% |
| Participant deferral / active EE | $325 | $3,118-89.6% | $4,155-92.2% | $4,375-92.6% |
| Admin fee / account holder | $287 | $1,391-79.4% | $7,231-96.0% | $834-65.6% |