See peer percentile detail. $4.99 for your first month.
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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 RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD, CO 80111 | Investment Management | $11,849 |
RAYMOND JAMES FINANCIAL SERVICES4+ years Filed as: RAYMOND JAMES FINANCIAL Service code 55 880 CARILON PARKWAY · MF TRAILS, FL 33716 | Other Commissions | $7,510 |
GOLDLEAF PARTNERS4+ years Filed as: GOLDLEAF PARNTERS Service code 13 · EIN 45-0514557 PO BOX 806 · BRAINERD, MN 56401 | Contract Administrator | $1,545 |
Filed as: GREAT WEST LIFE & ANNUITY CO Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $1,450 |
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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $37,200 | $46,423-19.9% | $75,886-51.0% | $67,579-45.0% |
| Participation rate | 21.8% | 63.1%-41.2pp | 69.3%-47.5pp | 71.3%-49.5pp |
| Annual return | 1.13% | 32.29%-31.2pp | 30.76%-29.6pp | 378.56%-377.4pp |
| Employer contribution / active EE | $285 | $1,406-79.7% | $2,500-88.6% | $2,148-86.7% |
| Participant deferral / active EE | $1,141 | $2,564-55.5% | $3,603-68.3% | $3,539-67.8% |
| Admin fee / account holder | $194 | $132+47.4% | $5,418-96.4% | $142+36.5% |