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: EMPOWER ANNUITY INS CO OF AMERICA Service code 64 | Recordkeeping Fees | $12,822 |
PARK AVENUE SECURITIES LLC2 years Filed as: PARK CAPITAL MANAGMENT LLC Service code 27 740 REGENT ST #400 · MADISON, WI 53715 | Advisory (Plan) | $8,407 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,256 |
Filed as: NATIONAL ADMINISTRATION INC Service code 13 878 W AIRPORT ROAD · MENASHA, WI 54952 | Contract Administrator | $873 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,666 | $46,292-53.2% | $143,757-84.9% | $64,808-66.6% |
| Participation rate | 18.2% | 64.2%-46.0pp | 80.3%-62.1pp | 71.5%-53.2pp |
| Annual return | -20.53% | -10.05%-10.5pp | -0.04%-20.5pp | 32.82%-53.4pp |
| Employer contribution / active EE | $305 | $1,910-84.0% | $4,951-93.8% | $2,506-87.8% |
| Participant deferral / active EE | $577 | $2,646-78.2% | $5,637-89.8% | $4,310-86.6% |
| Admin fee / account holder | $235 | $154+53.0% | $14,673-98.4% | $188+25.2% |