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 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $34,036 |
APW CAPITAL INC1 year Service code 55 100 ENTERPRISE DR STE 504 · ROCKAWAY, NJ 07866 | Other Commissions | $19,729 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,765 |
BDG-CPAS2 years Service code 10 76 N WALNUT ST · RIDGEWOOD, NJ 07450 | Accounting | $1,400 |
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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $67,087 | $73,102-8.2% | $123,544-45.7% | $56,287+19.2% |
| Participation rate | 54.4% | 74.3%-19.9pp | 82.3%-27.9pp | 69.9%-15.4pp |
| Annual return | -6.51% | 3.01%-9.5pp | 119.20%-125.7pp | -9.96%+3.4pp |
| Employer contribution / active EE | $216 | $2,977-92.7% | $4,628-95.3% | $2,111-89.8% |
| Participant deferral / active EE | $5,303 | $5,423-2.2% | $6,426-17.5% | $3,350+58.3% |
| Admin fee / account holder | $354 | $554-36.0% | $9,284-96.2% | $521-32.0% |