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 7-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 COMPANY OF AMER Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $155,918 |
ERP RETIREMENT SERVICES1 year Filed as: ERP NATIONAL LLC Service code 13 3552 NE RALPH POWELL ROAD · LEES SUMMIT, MO 64064 | Contract Administrator | $78,231 |
ERP RETIREMENT SERVICES2 years Filed as: ERP NATIONAL LLC DBA ERP RETIREMENT Service code 13 135 PINELAWN RD SUITE 240 N · MELVILLE, NY 11747 | Contract Administrator | $66,858 |
Filed as: NORTHWESTERN MUTUAL INVESTMENT SVCS Service code 55 | Other Commissions | $55,925 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $12,847 |
Filed as: ENVESTNET RETIREMENT SOLUTIONS LLC Service code 99 1801 CALIFORNIA STREET 23RD FLOOR · DENVER, CO 80202 | Other Fees | $2,173 |
Filed as: NORTHWESTERN MUTUAL INVESTMENTS SVC Service code 55 720 E WISCONSIN AVE · MILWAUKE, WI 53202 | Other Commissions | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return 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).
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 | $13,933 | $48,669-71.4% | $93,654-85.1% | $199,768-93.0% |
| Participation rate | 50.1% | 63.7%-13.6pp | 68.7%-18.6pp | 72.0%-21.9pp |
| Annual return | 9.89% | 15.38%-5.5pp | 133.34%-123.5pp | 34.26%-24.4pp |
| Employer contribution / active EE | $580 | $1,137-49.0% | $2,421-76.1% | $3,037-80.9% |
| Participant deferral / active EE | $1,755 | $2,823-37.8% | $4,413-60.2% | $5,090-65.5% |
| Admin fee / account holder | $240 | $195+23.2% | $8,282-97.1% | $269-10.7% |