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 6-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 Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $50,108 |
Filed as: CAMBRIDGE INVESTMENT GROUP Service code 27 1776 PLEASANT PLAIN RD · FAIRFIELD, IA 52556 | Advisory (Plan) | $48,464 |
PREMIER PLAN CONSULTANTS3 years Filed as: PREMIER PLAN CONSULTANTS INC Service code 13 6215 FERRIS SQ STE 125 · SAN DIEGO, CA 92121 | Contract Administrator | $17,800 |
PREMIER PLAN CONSULTANTS3 years Filed as: PREMIER PLAN CONSULTANTS INC. Service code 13 | Contract Administrator | $9,918 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $2,628 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $27,308 | $119,446-77.1% | $150,045-81.8% | $85,563-68.1% |
| Participation rate | 82.7% | 75.4%+7.3pp | 82.3%+0.4pp | 66.0%+16.7pp |
| Annual return | 24.11% | 23.72%+0.4pp | 62.55%-38.4pp | 31.51%-7.4pp |
| Employer contribution / active EE | $0 | $4,078-100.0% | $4,693-100.0% | $2,654-100.0% |
| Participant deferral / active EE | $5,495 | $7,985-31.2% | $7,997-31.3% | $4,375+25.6% |
| Admin fee / account holder | $137 | $548-75.0% | $13,435-99.0% | $834-83.6% |