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 INS CO OF AM Service code 27 8515 E ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Advisory (Plan) | $449,330 |
FLORIDA RETIREMENT CONSULTANTS8+ years Service code 15 16703 EARLY RISER AVE STE 210 · LAND O LAKES, FL 34638 | Recordkeeping | $161,676 |
Filed as: KESTRA INVESTMENT SERVICES, LLC Service code 22 · EIN 74-2794194 | Insurance Broker | $82,880 |
Service code 10 1065 AVENUE OF THE AMERICAS · NEW YORK, NY 10018 | Accounting | $41,000 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $13,039 | $39,973-67.4% | $79,550-83.6% | $77,904-83.3% |
| Participation rate | 90.7% | 64.6%+26.1pp | 69.5%+21.2pp | 73.7%+17.0pp |
| Annual return | -5.44% | 3.42%-8.9pp | 0.16%-5.6pp | 12.21%-17.6pp |
| Employer contribution / active EE | $588 | $1,088-46.0% | $2,413-75.6% | $2,848-79.4% |
| Participant deferral / active EE | $3,766 | $2,774+35.8% | $3,985-5.5% | $4,806-21.6% |
| Admin fee / account holder | $133 | $113+18.1% | $6,832-98.0% | $133+0.6% |