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 27 8400 NORMANDALE LAKE BLVD · BLOOMINGTON, MN 55437 | Advisory (Plan) | $18,247 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $3,574 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $1,662 |
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).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $58,842 | $32,865+79.0% | $75,826-22.4% | $56,287+4.5% |
| Participation rate | 42.6% | 53.0%-10.3pp | 68.2%-25.6pp | 69.9%-27.2pp |
| Annual return | -5.02% | -5.01%0pp | 1914.15%-1919.2pp | -9.96%+4.9pp |
| Employer contribution / active EE | $575 | $891-35.5% | $1,913-69.9% | $2,111-72.8% |
| Participant deferral / active EE | $2,210 | $1,683+31.4% | $2,862-22.8% | $3,350-34.0% |
| Admin fee / account holder | $194 | $185+5.2% | $4,726-95.9% | $521-62.7% |