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 CO Service code 62 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping fees; Float revenue | $3,560,769 |
FIDUCIENT ADVISORS LLC1 year Service code 27 · EIN 36-4001764 | Advisory (Plan) | $56,120 |
Filed as: MAYER HOFFMAN MCCANNN P.C. Service code 10 · EIN 43-1947695 | Accounting | $38,588 |
Filed as: GREAT WEST LIFE & ANNUITY INS CO. Service code 71 | Brokerage Fees | $8,544 |
TRINET1 year Filed as: TRINET HR IV, INC. Service code 14 · EIN 48-1304650 | Plan Administrator | $712 |
Filed as: EMPOWER ADVISORY GROUP Service code 28 · EIN 48-1304650 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $99 |
Filed as: GREAT WEST LIFE & ANNUITY Service code 71 · EIN 84-0467907 | Brokerage Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $79,665 | $90,195-11.7% | $125,339-36.4% | $89,394-10.9% |
| Participation rate | 67.1% | 72.4%-5.4pp | 82.4%-15.3pp | 71.3%-4.2pp |
| Annual return | -22.28% | -6.51%-15.8pp | 572.05%-594.3pp | -11.89%-10.4pp |
| Employer contribution / active EE | $3,442 | $3,043+13.1% | $4,814-28.5% | $3,022+13.9% |
| Participant deferral / active EE | $7,607 | $7,170+6.1% | $7,446+2.2% | $5,123+48.5% |
| Admin fee / account holder | $147 | $69+112.3% | $10,010-98.5% | $79+85.4% |