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 INS. COMAPNY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $1,924,211 |
BPM LLP1 year Service code 10 600 CALIFORNIA ST · SAN FRANCISCO, CA 94108 | Accounting | $47,250 |
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.
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).
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 | $69,634 | $152,104-54.2% | $184,200-62.2% | $106,408-34.6% |
| Participation rate | 18.1% | 85.9%-67.8pp | 86.8%-68.7pp | 69.9%-51.8pp |
| Annual return | 24.02% | 20.70%+3.3pp | 28.80%-4.8pp | 17.37%+6.6pp |
| Employer contribution / active EE | $1,808 | $5,326-66.1% | $6,424-71.9% | $3,361-46.2% |
| Participant deferral / active EE | $7,865 | $8,559-8.1% | $9,132-13.9% | $5,567+41.3% |
| Admin fee / account holder | $102 | $103-0.7% | $13,907-99.3% | $79+28.8% |