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.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $21,909 |
CANNON CAPITAL MANAGEMENT INC1+ years Service code 27 6768 SOUTH 1300 EAST · SALT LAKE CITY, UT 84121 | Advisory (Plan) | $17,140 |
Service code 10 675 E 2100 SOUTH STE 150 · SALT LAKE CITY, UT 84106 | Accounting | $14,000 |
FIDUCIARY WISE, LLC1+ years Filed as: FIDUCIARY WISE LLC Service code 99 2487 S GILBERT RD STE 106-454 · GILBERT, AZ 85295 | Other Fees | $4,246 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $936 |
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.
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 | $21,840 | $89,808-75.7% | $100,391-78.2% | $77,643-71.9% |
| Participation rate | 59.5% | 81.2%-21.7pp | 81.5%-22.0pp | 70.6%-11.1pp |
| Annual return | 65.63% | 20.62%+45.0pp | 49.20%+16.4pp | 31.24%+34.4pp |
| Employer contribution / active EE | $948 | $3,039-68.8% | $3,942-75.9% | $2,726-65.2% |
| Participant deferral / active EE | $2,522 | $8,284-69.6% | $8,082-68.8% | $4,647-45.7% |
| Admin fee / account holder | $227 | $174+29.9% | $7,899-97.1% | $430-47.4% |