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 RD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $35,914 |
Filed as: CAMBRIDGE INVESTMENT RESEARCH INC Service code 55 1776 PLEASANT PLAIN RD · FAIRFIELD, IA 52556 | Other Commissions | $11,957 |
Service code 13 · EIN 23-1735188 2090 LINGLESTOWN RD, STE 201 · HARRISBURG, PA 17110 | Contract Administrator | $10,326 |
Filed as: EMPOWER RETIREMENT ADVISORY SRVCS Service code 28 8515 EAST ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $118 |
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.
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).
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 | $13,400 | $60,545-77.9% | $92,233-85.5% | $69,631-80.8% |
| Participation rate | 67.0% | 72.2%-5.1pp | 76.5%-9.5pp | 70.7%-3.7pp |
| Annual return | 15.48% | 19.71%-4.2pp | 176.28%-160.8pp | 27571.02%-27555.5pp |
| Employer contribution / active EE | $235 | $2,633-91.1% | $3,679-93.6% | $2,032-88.4% |
| Participant deferral / active EE | $1,170 | $2,828-58.6% | $3,897-70.0% | $3,224-63.7% |
| Admin fee / account holder | $75 | $145-48.5% | $5,194-98.6% | $110-32.4% |