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 8-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 |
|---|---|---|
ADVANCED PENSION ACTUARIES3 years Service code 14 · EIN 13-3008320 100 N CENTRE AVE · ROCKVILLE CENTRE, NY 11570 | Plan Administrator | $5,800 |
Filed as: EMPOWER LIFE & ANNUITY INSURANCE Service code 15 · EIN 84-0467907 8515 E. ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $1,052 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $10,855 | $44,764-75.8% | $68,791-84.2% | $64,808-83.3% |
| Participation rate | 66.2% | 64.8%+1.4pp | 69.0%-2.8pp | 71.5%-5.3pp |
| Annual return | -7.87% | -10.91%+3.0pp | -6.38%-1.5pp | 32.82%-40.7pp |
| Employer contribution / active EE | $648 | $1,775-63.5% | $2,655-75.6% | $2,506-74.2% |
| Participant deferral / active EE | $1,281 | $3,238-60.4% | $3,941-67.5% | $4,310-70.3% |
| Admin fee / account holder | $14 | $151-90.9% | $4,932-99.7% | $188-92.7% |