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 |
|---|---|---|
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,386 |
JPMORGAN INVEST HOLDINGS LLC3+ years Service code 64 · EIN 13-2624428 | Recordkeeping Fees | $685 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant 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).
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 | $39,553 | $46,297-14.6% | $71,671-44.8% | $62,292-36.5% |
| Participation rate | 69.6% | 60.6%+9.0pp | 68.7%+0.8pp | 69.5%+0.1pp |
| Annual return | 14.86% | 22.32%-7.5pp | 20.65%-5.8pp | 28.90%-14.0pp |
| Employer contribution / active EE | $0 | $1,412-100.0% | $2,460-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $1,051 | $2,235-53.0% | $3,438-69.4% | $3,169-66.8% |
| Admin fee / account holder | $17 | $461-96.3% | $5,558-99.7% | $479-96.5% |