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 SVS Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $2,672 |
SWERDLIN & COMPANY2+ years Filed as: SWERDLIN NORTHEAST, LLC Service code 13 13 WATER STREET · HOLLISTON, MA 01746 | Contract Administrator | $1,006 |
Filed as: GREAT-WEST LIFE & ANNUITY COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $26,229 | $36,916-28.9% | $156,549-83.2% | $57,658-54.5% |
| Participation rate | 11.4% | 63.4%-52.1pp | 84.0%-72.6pp | 70.2%-58.8pp |
| Annual return | 4.96% | 12.38%-7.4pp | 32.23%-27.3pp | 5.13%-0.2pp |
| Employer contribution / active EE | $0 | $1,571-100.0% | $5,501-100.0% | $1,974-100.0% |
| Participant deferral / active EE | $320 | $1,926-83.4% | $4,871-93.4% | $3,061-89.5% |
| Admin fee / account holder | $32 | $82-60.7% | $13,027-99.8% | $95-65.7% |