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 |
|---|---|---|
DP GROW LLC4 years Service code 27 3200 ROCKBRIDGE ST. STE 300 · RICHMOND, VA 23230 | Advisory (Plan) | $33,063 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $11,049 |
ACTUARIAL BENEFITS CORP2 years Filed as: THE ACTUARIAL CONSULTING GROUP Service code 13 1640 HUGUENOT ROAD · MIDLOTHIAN, VA 23113 | Contract Administrator | $5,826 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,285 |
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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,293 | $65,908-52.5% | $81,812-61.7% | $77,643-59.7% |
| Participation rate | 28.5% | 65.8%-37.3pp | 72.3%-43.9pp | 70.6%-42.1pp |
| Annual return | 19.54% | 26.64%-7.1pp | 773.79%-754.3pp | 31.24%-11.7pp |
| Employer contribution / active EE | $178 | $2,370-92.5% | $2,912-93.9% | $2,726-93.5% |
| Participant deferral / active EE | $910 | $3,505-74.0% | $4,319-78.9% | $4,647-80.4% |
| Admin fee / account holder | $260 | $526-50.6% | $7,386-96.5% | $430-39.6% |