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 |
|---|---|---|
Service code 27 BOX 542 210 CLINTON RD · NEW HARTFORD, NY 13413 | Advisory (Plan) | $2,634 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $452 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $156 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant 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 | $40,506 | $55,453-27.0% | $170,442-76.2% | $62,292-35.0% |
| Participation rate | 36.8% | 66.4%-29.6pp | 83.6%-46.8pp | 69.5%-32.7pp |
| Annual return | 14.79% | 21.38%-6.6pp | 205.93%-191.1pp | 28.90%-14.1pp |
| Employer contribution / active EE | $247 | $2,164-88.6% | $5,433-95.5% | $2,042-87.9% |
| Participant deferral / active EE | $905 | $2,303-60.7% | $4,939-81.7% | $3,169-71.4% |
| Admin fee / account holder | $7 | $455-98.4% | $13,880-99.9% | $479-98.5% |