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 Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $29,806 |
Filed as: GLOBAL RETIREMENT PARTNERS, LLC Service code 27 4340 REDWOOD HIGHWAY · SAN RAFAEL, CA 94903 | Advisory (Plan) | $13,000 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $10,118 |
ASCENSUS LLC2 years Filed as: ASCENSUS HOLDINGS,INC DBA FP BY ASC Service code 13 | Contract Administrator | $10,000 |
ASCENSUS LLC3 years Filed as: ASCENSUS HOLDINGS, INC. Service code 13 101 W BROADWAY · SAN DIEGO, CA 92101 | Contract Administrator | $3,375 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $52,153 | $53,165-1.9% | $86,188-39.5% | $74,419-29.9% |
| Participation rate | 39.9% | 64.9%-24.9pp | 69.0%-29.0pp | 70.7%-30.8pp |
| Annual return | 19.57% | 22.64%-3.1pp | 1168.45%-1148.9pp | 34.38%-14.8pp |
| Employer contribution / active EE | $0 | $1,210-100.0% | $2,380-100.0% | $2,637-100.0% |
| Participant deferral / active EE | $3,166 | $3,234-2.1% | $3,985-20.6% | $4,528-30.1% |
| Admin fee / account holder | $178 | $551-67.7% | $6,852-97.4% | $348-48.8% |