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 28 8515 E ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $540,767 |
FLORIDA RETIREMENT CONSULTANTS9+ years Service code 13 16703 EARLY RISER AVE STE 210 · LAND O LAKES, FL 34638 | Contract Administrator | $253,310 |
Filed as: KESTRA INVESTMENT SERVICES, LLC Service code 27 · EIN 74-2794194 | Advisory (Plan) | $90,501 |
Filed as: CBIZ CPAS P.C. Service code 10 1065 AVENUE OF THE AMERICAS · NEW YORK, NY 10018 | Accounting | $18,000 |
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 | $15,227 | $40,592-62.5% | $86,188-82.3% | $103,482-85.3% |
| Participation rate | 88.0% | 58.1%+29.9pp | 69.0%+19.1pp | 73.3%+14.7pp |
| Annual return | 20.46% | 18.32%+2.1pp | 1168.45%-1148.0pp | 33.11%-12.6pp |
| Employer contribution / active EE | $512 | $974-47.4% | $2,380-78.5% | $3,208-84.0% |
| Participant deferral / active EE | $3,428 | $2,072+65.4% | $3,985-14.0% | $5,207-34.2% |
| Admin fee / account holder | $140 | $85+65.8% | $6,852-98.0% | $114+23.0% |