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 ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CA 80111 | Investment Management | $4,659 |
MONARCH PLAN ADVISORS2 years Filed as: MONARCH CORPORATE ADVISORS Service code 27 3355 COCHRAN ST SUITE 101 · SIMI VALLEY, CA 93063 | Advisory (Plan) | $4,175 |
NESA PLAN CONSULTANTS1 year Filed as: NESA PLAN CONSULTANTS, INC. Service code 13 P.O. BOX 401 · WOODLAND HILLS, CA 91365 | Contract Administrator | $3,765 |
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.
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 appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $2,420 | $82,664-97.1% | $125,339-98.1% | $68,494-96.5% |
| Participation rate | 37.1% | 75.0%-37.9pp | 82.4%-45.2pp | 67.9%-30.7pp |
| Annual return | -15.28% | -5.97%-9.3pp | 572.05%-587.3pp | -7.84%-7.4pp |
| Employer contribution / active EE | $0 | $3,381-100.0% | $4,814-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $357 | $6,110-94.2% | $7,446-95.2% | $4,027-91.1% |
| Admin fee / account holder | $38 | $6,275-99.4% | $10,010-99.6% | $5,403-99.3% |