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 |
|---|---|---|
BATES & COMPANY, INC.1 year Service code 13 1201 SOUTH ORLANDO AVENUE · WINTER PARK, FL 32789 | Contract Administrator | $4,468 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 OF AMERICA · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $1,340 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,013 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,479 | $59,402-42.0% | $93,654-63.2% | $74,546-53.7% |
| Participation rate | 57.6% | 59.7%-2.1pp | 68.7%-11.1pp | 67.2%-9.6pp |
| Annual return | 14.19% | 81.86%-67.7pp | 133.34%-119.2pp | 1366.03%-1351.8pp |
| Employer contribution / active EE | $879 | $1,265-30.5% | $2,421-63.7% | $2,624-66.5% |
| Participant deferral / active EE | $1,436 | $3,049-52.9% | $4,413-67.5% | $4,347-67.0% |
| Admin fee / account holder | $30 | $3,023-99.0% | $8,282-99.6% | $1,944-98.5% |