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 3-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 |
|---|---|---|
CROWE LLP1 year Filed as: CROWE HORWATH, LLP Service code 99 · EIN 35-0921680 | Other Fees | $7,562 |
Service code 64 · EIN 13-2624428 | Recordkeeping Fees | $660 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $343 |
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.
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 | $70,240 | $107,378-34.6% | $108,579-35.3% | $57,658+21.8% |
| Participation rate | 56.9% | 77.1%-20.2pp | 79.6%-22.7pp | 70.2%-13.3pp |
| Annual return | 4.81% | 12.80%-8.0pp | -51.70%+56.5pp | 5.13%-0.3pp |
| Employer contribution / active EE | $641 | $1,782-64.0% | $3,758-82.9% | $1,974-67.5% |
| Participant deferral / active EE | $2,358 | $3,221-26.8% | $4,311-45.3% | $3,061-23.0% |
| Admin fee / account holder | $41 | $108-61.9% | $7,645-99.5% | $95-56.2% |