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 9-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 INSURANCE CO. OF AM Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $11,244 |
Filed as: LINCOLN FINANCIAL ADVISORS CORP Service code 27 1300 S CLINTON ST 111-50 · FORT WAYNE, IN 46802 | Advisory (Plan) | $10,933 |
Filed as: PLAN DESIGN CONSULTANTS INC. Service code 13 | Contract Administrator | $2,400 |
Service code 13 | Contract Administrator | $1,822 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,170 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $10,783 | $27,641-61.0% | $61,373-82.4% | $68,494-84.3% |
| Participation rate | 37.1% | 39.5%-2.3pp | 52.6%-15.4pp | 67.9%-30.7pp |
| Annual return | -14.69% | -13.24%-1.5pp | 338.61%-353.3pp | -7.84%-6.8pp |
| Employer contribution / active EE | $0 | $695-100.0% | $1,159-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $3,298 | $1,263+161.1% | $2,125+55.2% | $4,027-18.1% |
| Admin fee / account holder | $141 | $2,010-93.0% | $2,130-93.4% | $5,403-97.4% |