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: COMMONWEALTH EQUITY SERVICES LLC DB Service code 27 29 SAWYER RD · WALTHAM, MA 02453 | Advisory (Plan) | $8,879 |
Filed as: M2B RETIREMENT CONSULTING, LLC Service code 13 101 BRADFORD RD STE 200 · WEXFORD, PA 15090 | Contract Administrator | $5,173 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,109 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,537 | $51,197-18.9% | $82,719-49.8% | $66,914-37.9% |
| Participation rate | 58.1% | 67.8%-9.7pp | 72.6%-14.5pp | 69.8%-11.7pp |
| Annual return | -8.38% | -9.64%+1.3pp | 701.18%-709.6pp | 1.58%-10.0pp |
| Employer contribution / active EE | $1,011 | $2,611-61.3% | $3,009-66.4% | $2,544-60.2% |
| Participant deferral / active EE | $1,641 | $3,458-52.5% | $4,395-62.7% | $4,237-61.3% |
| Admin fee / account holder | $68 | $416-83.6% | $5,329-98.7% | $593-88.5% |