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 RETIREMENT ADVISORY SERVICE Service code 28 · EIN 84-1532243 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $12,337 |
UNIGLOBAL PENSION PLANNING, INC.2+ years Filed as: UNIGLOBAL PENSION PLANNING INC. Service code 13 | Contract Administrator | $10,000 |
UNIGLOBAL PENSION PLANNING, INC.2+ years Filed as: UNIGLOBAL PENSION PLANNING, INC Service code 13 10432 BALLS FORD ROAD · MANASSAS, VA 20109 | Contract Administrator | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,470 | $57,103-18.6% | $87,507-46.9% | $57,658-19.4% |
| Participation rate | 48.0% | 64.3%-16.4pp | 73.8%-25.9pp | 70.2%-22.2pp |
| Annual return | 7.78% | 12.71%-4.9pp | 12.21%-4.4pp | 5.13%+2.6pp |
| Employer contribution / active EE | $415 | $1,107-62.5% | $2,550-83.7% | $1,974-79.0% |
| Participant deferral / active EE | $2,747 | $2,250+22.1% | $3,149-12.8% | $3,061-10.3% |
| Admin fee / account holder | $42 | $281-84.9% | $4,221-99.0% | $95-55.2% |