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 CO Service code 28 · EIN 84-0467907 | Investment Management | $19,743 |
Filed as: KESTRA ADVISORY SVCS Service code 27 · EIN 47-1566880 | Advisory (Plan) | $14,545 |
Service code 13 16703 EARLY RISER AVE · LAND O LAKES, FL 34638 | Contract Administrator | $7,966 |
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.
Annual investment return 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 | $44,696 | $52,208-14.4% | $86,612-48.4% | $74,419-39.9% |
| Participation rate | 35.4% | 66.3%-30.9pp | 71.7%-36.3pp | 70.7%-35.4pp |
| Annual return | 12.74% | 44.46%-31.7pp | 591.07%-578.3pp | 34.38%-21.6pp |
| Employer contribution / active EE | $178 | $2,282-92.2% | $3,022-94.1% | $2,637-93.3% |
| Participant deferral / active EE | $2,245 | $3,383-33.6% | $4,438-49.4% | $4,528-50.4% |
| Admin fee / account holder | $251 | $319-21.4% | $5,614-95.5% | $348-28.0% |