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: GALLAGHER BENEFIT SERVICES INC DBA Service code 27 1100 SUPERIOR AVE STE 1700 · CLEVELAND, OH 44114 | Advisory (Plan) | $30,000 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $2,650 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,313 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $138,604 | $66,302+109.0% | $110,238+25.7% | $56,287+146.2% |
| Participation rate | 79.2% | 74.9%+4.3pp | 79.8%-0.7pp | 69.9%+9.3pp |
| Annual return | -4.03% | -1.18%-2.9pp | 314.74%-318.8pp | -9.96%+5.9pp |
| Employer contribution / active EE | $1,564 | $2,047-23.6% | $3,826-59.1% | $2,111-25.9% |
| Participant deferral / active EE | $4,654 | $3,381+37.6% | $4,672-0.4% | $3,350+38.9% |
| Admin fee / account holder | $242 | $698-65.4% | $8,547-97.2% | $521-53.6% |