See peer percentile detail. $4.99 for your first month.
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Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Service code 27 4800 DEER LAKE DR. E FL 1 · JACKSONVILLE, FL 322466484 | Advisory (Plan) | $25,669 |
Filed as: EMPOWER ANNUITY INSURANCE CO. OF AM Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $18,586 |
Filed as: EMPOWER ADVISORY GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $6,611 |
ERISA SERVICES, INC.2 years Service code 13 P.O. BOX 24628 · KNOXVILLE, TN 37933 | Contract Administrator | $6,040 |
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.
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 | $29,454 | $50,458-41.6% | $159,960-81.6% | $64,808-54.6% |
| Participation rate | 54.2% | 68.0%-13.9pp | 78.0%-23.8pp | 71.5%-17.3pp |
| Annual return | -14.79% | -13.42%-1.4pp | 408.60%-423.4pp | 32.82%-47.6pp |
| Employer contribution / active EE | $0 | $1,722-100.0% | $4,226-100.0% | $2,506-100.0% |
| Participant deferral / active EE | $4,564 | $4,004+14.0% | $6,182-26.2% | $4,310+5.9% |
| Admin fee / account holder | $222 | $706-68.5% | $8,698-97.4% | $188+18.3% |