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.
| Provider | Service type | Compensation |
|---|---|---|
MMA SECURITIES LLC1+ years Service code 27 PO BOX 9497 · NEW YORK, NY 10087 | Advisory (Plan) | $34,946 |
FORVIS MAZARS, LLP1+ years Service code 10 910 E ST. LOUIS ST STE 400 · SPRINGFIELD, MO 65807 | Accounting | $28,665 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $24,377 |
MIDWEST CAPITAL ADVISORS, LLC1+ years Filed as: MIDWEST CAPITAL ADVISORS LLC Service code 27 3001 ORCHARD VISTA DR SE · GRAND RAPIDS, MI 49546 | Advisory (Plan) | $731 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $119 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $107,530 | $80,724+33.2% | $103,333+4.1% | $74,495+44.3% |
| Participation rate | 95.9% | 65.7%+30.2pp | 74.5%+21.4pp | 67.2%+28.7pp |
| Annual return | 11.63% | 27.56%-15.9pp | 24.88%-13.2pp | 1364.94%-1353.3pp |
| Employer contribution / active EE | $3,207 | $3,157+1.6% | $3,868-17.1% | $2,623+22.3% |
| Participant deferral / active EE | $8,441 | $3,860+118.7% | $5,057+66.9% | $4,346+94.2% |
| Admin fee / account holder | $673 | $2,368-71.6% | $8,355-91.9% | $1,942-65.3% |