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 3030 N ROCKY POINT DR W, SUITE 700 · TAMPA, FL 33607 | Advisory (Plan) | $9,785 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $2,618 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $938 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $29,500 | $56,171-47.5% | $108,745-72.9% | $55,167-46.5% |
| Participation rate | 57.8% | 70.7%-12.9pp | 77.7%-19.9pp | 69.0%-11.2pp |
| Annual return | 9.86% | 214.86%-205.0pp | 46.22%-36.4pp | 169.23%-159.4pp |
| Employer contribution / active EE | $1,720 | $2,153-20.1% | $3,323-48.3% | $1,963-12.4% |
| Participant deferral / active EE | $3,277 | $3,437-4.7% | $5,121-36.0% | $3,054+7.3% |
| Admin fee / account holder | $132 | $302-56.2% | $6,144-97.8% | $504-73.8% |