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 | $35,962 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $15,525 |
Filed as: GLOBAL RETIREMENT PARTNERS, LLC Service code 27 4340 REDWOOD HIGHWAY · SAN RAFAEL, CA 94903 | Advisory (Plan) | $13,000 |
ASCENSUS LLC3 years Filed as: ASCENSUS HOLDINGS,INC DBA FP BY ASC Service code 13 | Contract Administrator | $10,000 |
ASCENSUS LLC4 years Filed as: ASCENSUS HOLDINGS, INC. Service code 13 101 W BROADWAY · SAN DIEGO, CA 92101 | Contract Administrator | $2,375 |
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 | $58,218 | $54,193+7.4% | $93,606-37.8% | $77,643-25.0% |
| Participation rate | 38.2% | 63.9%-25.7pp | 68.7%-30.5pp | 70.6%-32.4pp |
| Annual return | 13.69% | 30.54%-16.9pp | 133.20%-119.5pp | 31.24%-17.6pp |
| Employer contribution / active EE | $0 | $1,168-100.0% | $2,420-100.0% | $2,726-100.0% |
| Participant deferral / active EE | $3,245 | $3,144+3.2% | $4,411-26.4% | $4,647-30.2% |
| Admin fee / account holder | $224 | $576-61.0% | $8,285-97.3% | $430-47.9% |