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 ANNUITY INS. CO. OF AMERICA Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $17,448 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $8,081 |
PROGRESSIVE PENSION ADMIN., INC.8+ years Service code 13 4560 VIA ROYALE, SUITE 4A · FORT MYERS, FL 33919 | Contract Administrator | $7,920 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $90,596 | $84,487+7.2% | $125,339-27.7% | $66,914+35.4% |
| Participation rate | 64.0% | 76.4%-12.4pp | 82.4%-18.3pp | 69.8%-5.8pp |
| Annual return | -14.25% | -8.39%-5.9pp | 572.05%-586.3pp | 1.58%-15.8pp |
| Employer contribution / active EE | $1,586 | $3,553-55.4% | $4,814-67.1% | $2,544-37.7% |
| Participant deferral / active EE | $5,170 | $6,781-23.8% | $7,446-30.6% | $4,237+22.0% |
| Admin fee / account holder | $278 | $685-59.4% | $10,010-97.2% | $593-53.1% |