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 INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $51,830 |
Filed as: RAYMOND JAMES Service code 27 880 CARILLON PARKWAY · ST PETERSBURG, FL 33716 | Advisory (Plan) | $25,964 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $14,202 |
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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $16,641 | $35,197-52.7% | $53,898-69.1% | $102,872-83.8% |
| Participation rate | 17.2% | 29.6%-12.4pp | 55.0%-37.8pp | 73.0%-55.8pp |
| Annual return | 14.96% | 17.55%-2.6pp | 528.60%-513.6pp | 19.06%-4.1pp |
| Employer contribution / active EE | $16 | $713-97.7% | $932-98.2% | $3,526-99.5% |
| Participant deferral / active EE | $278 | $1,333-79.1% | $1,826-84.8% | $5,535-95.0% |
| Admin fee / account holder | $187 | $834-77.6% | $2,491-92.5% | $292-36.1% |