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 ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80811 | Investment Management | $11,481 |
BATES & COMPANY, INC.9+ years Service code 13 | Contract Administrator | $3,813 |
BATES & COMPANY, INC.7 years Filed as: BATES & COMPANY Service code 13 1201 S ORLANDO AVE, STE 202 · WINTER PARK, FL 32789 | Contract Administrator | $2,250 |
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.
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 | $62,979 | $59,417+6.0% | $93,606-32.7% | $74,495-15.5% |
| Participation rate | 47.2% | 59.7%-12.5pp | 68.7%-21.6pp | 67.2%-20.1pp |
| Annual return | 11.84% | 81.83%-70.0pp | 133.20%-121.4pp | 1364.94%-1353.1pp |
| Employer contribution / active EE | $0 | $1,264-100.0% | $2,420-100.0% | $2,623-100.0% |
| Participant deferral / active EE | $2,497 | $3,050-18.1% | $4,411-43.4% | $4,346-42.5% |
| Admin fee / account holder | $100 | $3,021-96.7% | $8,285-98.8% | $1,942-94.8% |