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 RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $13,983 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $7,100 |
Filed as: MERRILL LYNCH LIFE AGENCY INC Service code 55 1215 4TH AVE 26TH FL · SEATTLE, VA 98161 | Other Commissions | $5,053 |
Employer contribution per participant 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 declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,715 | $122,709-73.3% | $88,497-63.0% | $57,658-43.3% |
| Participation rate | 89.0% | 89.9%-0.8pp | 82.4%+6.6pp | 70.2%+18.8pp |
| Annual return | 12.29% | 10.63%+1.7pp | 7.63%+4.7pp | 5.13%+7.2pp |
| Employer contribution / active EE | $1,868 | $4,531-58.8% | $4,036-53.7% | $1,974-5.4% |
| Participant deferral / active EE | $5,409 | $6,704-19.3% | $4,899+10.4% | $3,061+76.7% |
| Admin fee / account holder | $46 | $93-50.7% | $6,220-99.3% | $95-51.7% |