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: QUALIFIED PLAN ADMINISTRATORS INC Service code 10 · EIN 62-1832817 332 E SPRINGBROOK DR STE 400 · JOHNSON CITY, TN 37601 | Accounting | $29,760 |
Filed as: EMPOWER ANNUITY INSURANCE CO OF AME Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $4,809 |
Filed as: EMPOWER ADVISORY GROUP LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $3,030 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $24,014 | $82,917-71.0% | $103,333-76.8% | $77,643-69.1% |
| Participation rate | 76.3% | 71.6%+4.7pp | 74.5%+1.8pp | 70.6%+5.7pp |
| Annual return | 12.54% | 19.13%-6.6pp | 24.88%-12.3pp | 31.24%-18.7pp |
| Employer contribution / active EE | $570 | $3,552-84.0% | $3,868-85.3% | $2,726-79.1% |
| Participant deferral / active EE | $2,143 | $4,108-47.8% | $5,057-57.6% | $4,647-53.9% |
| Admin fee / account holder | $43 | $638-93.3% | $8,355-99.5% | $430-90.1% |