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.2 years Service code 13 1201 SOUTH ORLANDO AVENUE · WINTER PARK, FL 32789 | Contract Administrator | $3,284 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 OF AMERICA · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $1,910 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,505 |
Filed as: PENSERVCO, INC. Service code 13 PO BOX 4313 · CLEARWATER, FL 33758 | Contract Administrator | $1,400 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,875 | $66,098-45.7% | $101,794-64.8% | $74,304-51.7% |
| Participation rate | 58.5% | 53.8%+4.8pp | 69.2%-10.6pp | 60.3%-1.8pp |
| Annual return | 12.11% | 19.59%-7.5pp | 30.53%-18.4pp | 29.43%-17.3pp |
| Employer contribution / active EE | $1,331 | $1,082+23.1% | $2,289-41.8% | $2,241-40.6% |
| Participant deferral / active EE | $1,941 | $2,781-30.2% | $4,084-52.5% | $3,767-48.5% |
| Admin fee / account holder | $37 | $4,146-99.1% | $8,777-99.6% | $2,969-98.8% |