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 |
|---|---|---|
INSTITUTIONAL INVESTMENT COUNSEL3+ years Service code 27 7 WEST SQUARE LAKE RD. · BLOOMFIELD HILLS, MI 48302 | Advisory (Plan) | $40,540 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $2,500 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $652 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $73,240 | $71,192+2.9% | $117,854-37.9% | $62,292+17.6% |
| Participation rate | 93.5% | 74.2%+19.2pp | 79.7%+13.8pp | 69.5%+23.9pp |
| Annual return | 13.44% | 18.66%-5.2pp | 335.08%-321.6pp | 28.90%-15.5pp |
| Employer contribution / active EE | $1,431 | $1,934-26.0% | $3,786-62.2% | $2,042-29.9% |
| Participant deferral / active EE | $4,198 | $3,189+31.6% | $4,482-6.3% | $3,169+32.5% |
| Admin fee / account holder | $251 | $587-57.2% | $8,020-96.9% | $479-47.6% |