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 ANNUITY INSURANCE COMPANY O Service code 13 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Contract Administrator | $41,783 |
BRADY MARTZ & ASSOCIATES5 years Filed as: BRADY MARTZ & ASSOCIATES PC Service code 10 · EIN 45-0310328 | Accounting | $23,700 |
Filed as: EPIC HOSPITALITY LLC DBA HOLIDAY IN Service code 99 3803 13TH AVE SOUTH · FARGO, ND 58103 | Other Fees | $1,253 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $787 |
Service code 55 2801 HWY 280 S · BIRMINGHAM, AL 35223 | Other Commissions | $0 |
PROEQUITIES INC1 year Filed as: PROEQUITIES, INC Service code 33 · EIN 63-0879387 | Securities brokerage commissions and ... | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $67,580 | $241,101-72.0% | $103,333-34.6% | $199,593-66.1% |
| Participation rate | 55.0% | 78.3%-23.3pp | 74.5%-19.5pp | 72.0%-17.0pp |
| Annual return | 10.77% | 17.80%-7.0pp | 24.88%-14.1pp | 34.25%-23.5pp |
| Employer contribution / active EE | $4,316 | $4,244+1.7% | $3,868+11.6% | $3,034+42.2% |
| Participant deferral / active EE | $1,664 | $3,958-57.9% | $5,057-67.1% | $5,087-67.3% |
| Admin fee / account holder | $37 | $288-87.0% | $8,355-99.6% | $269-86.1% |