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 9-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 Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $28,300 |
Filed as: RAYMOND JAMES Service code 27 880 CARILLON PARKWAY · ST PETERSBURG, FL 33716 | Advisory (Plan) | $28,299 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $45,332 | $53,165-14.7% | $86,188-47.4% | $74,419-39.1% |
| Participation rate | 48.0% | 64.9%-16.9pp | 69.0%-21.0pp | 70.7%-22.7pp |
| Annual return | 19.09% | 22.64%-3.6pp | 1168.45%-1149.4pp | 34.38%-15.3pp |
| Employer contribution / active EE | $839 | $1,210-30.7% | $2,380-64.8% | $2,637-68.2% |
| Participant deferral / active EE | $2,932 | $3,234-9.4% | $3,985-26.4% | $4,528-35.3% |
| Admin fee / account holder | $84 | $551-84.7% | $6,852-98.8% | $348-75.8% |