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 13 | Contract Administrator | $1,355 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD, CO 80111 | Investment Management | $899 |
Filed as: UNIGLOBAL PENSION PLANNING, INC Service code 13 4114 LEGATO ROAD · FAIRFAX, VA 22033 | Contract Administrator | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $25,026 | $53,127-52.9% | $86,590-71.1% | $70,131-64.3% |
| Participation rate | 65.2% | 65.3%-0.1pp | 73.5%-8.3pp | 69.5%-4.3pp |
| Annual return | 14.00% | 27.66%-13.7pp | 964.84%-950.8pp | 73.14%-59.1pp |
| Employer contribution / active EE | $0 | $2,068-100.0% | $2,839-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $1,677 | $2,696-37.8% | $3,609-53.5% | $3,332-49.7% |
| Admin fee / account holder | $10 | $3,585-99.7% | $4,906-99.8% | $4,645-99.8% |