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 |
|---|---|---|
UNITED GROUP PROGRAMS2+ years Service code 16 2500 NORTH MILITARY TRAIL · BOCA RATON, FL 33431 | Consulting | $9,354 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $7,327 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $1,878 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $14,587 | $57,921-74.8% | $84,750-82.8% | $57,658-74.7% |
| Participation rate | 55.1% | 72.9%-17.8pp | 76.6%-21.5pp | 70.2%-15.1pp |
| Annual return | 25.89% | 10.24%+15.7pp | 22.78%+3.1pp | 5.13%+20.8pp |
| Employer contribution / active EE | $911 | $2,598-64.9% | $3,574-74.5% | $1,974-53.8% |
| Participant deferral / active EE | $1,542 | $2,742-43.8% | $3,712-58.5% | $3,061-49.6% |
| Admin fee / account holder | $81 | $130-37.5% | $5,332-98.5% | $95-14.3% |