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 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $1,050 |
Service code 27 4800 DEER LAKE DR E FL 1 · JACKSONVILLE, FL 322466484 | Advisory (Plan) | $791 |
Filed as: MERRILL LYNCH LIFE AGENCY INC Service code 55 1215 4TH AVE 26TH FL · SEATTLE, WA 98161 | Other Commissions | $601 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $423 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $28,140 | $43,504-35.3% | $68,793-59.1% | $56,287-50.0% |
| Participation rate | 49.5% | 67.8%-18.4pp | 72.2%-22.8pp | 69.9%-20.4pp |
| Annual return | -3.53% | -3.15%-0.4pp | -4.63%+1.1pp | -9.96%+6.4pp |
| Employer contribution / active EE | $1,305 | $1,525-14.4% | $2,625-50.3% | $2,111-38.2% |
| Participant deferral / active EE | $2,217 | $2,509-11.6% | $3,311-33.1% | $3,350-33.8% |
| Admin fee / account holder | $18 | $515-96.5% | $5,131-99.6% | $521-96.5% |