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 |
|---|---|---|
SEAN MEAD2 years Filed as: SEAN D CASTERLINE DBA DELTA CAPITAL Service code 27 698 N MAITLAND AVE · MAITLAND, FL 32751 | Advisory (Plan) | $23,113 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $11,384 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,992 |
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.
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 | $36,225 | $49,451-26.7% | $79,550-54.5% | $66,914-45.9% |
| Participation rate | 57.1% | 61.3%-4.3pp | 69.5%-12.4pp | 69.8%-12.7pp |
| Annual return | -18.68% | 84.25%-102.9pp | 0.16%-18.8pp | 1.58%-20.3pp |
| Employer contribution / active EE | $1,455 | $1,266+14.9% | $2,413-39.7% | $2,544-42.8% |
| Participant deferral / active EE | $3,343 | $3,159+5.8% | $3,985-16.1% | $4,237-21.1% |
| Admin fee / account holder | $266 | $595-55.2% | $6,832-96.1% | $593-55.1% |