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 55 5707 SW PKWY BLDG 2 STE 400 · AUSTIN, TX 78735 | Other Commissions | $13,721 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $2,465 |
Filed as: JIM RIEHL'S FRIENDLY AUTOMOTIVE GRO Service code 99 32899 VAN DYKE · WARREN, MI 48093 | Other Fees | $2,181 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $600 |
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 | $52,332 | $48,064+8.9% | $78,778-33.6% | $69,631-24.8% |
| Participation rate | 48.7% | 61.6%-12.9pp | 69.2%-20.5pp | 70.7%-22.0pp |
| Annual return | 14.79% | 21.81%-7.0pp | 35.62%-20.8pp | 27571.02%-27556.2pp |
| Employer contribution / active EE | $681 | $744-8.4% | $1,986-65.7% | $2,032-66.5% |
| Participant deferral / active EE | $2,391 | $2,079+15.0% | $2,958-19.2% | $3,224-25.8% |
| Admin fee / account holder | $15 | $152-90.1% | $5,134-99.7% | $110-86.3% |