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 | $16,401 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $9,717 |
PROGRESSIVE PENSION ADMIN., INC.10+ years Service code 13 4560 VIA ROYALE, SUITE 4A · FORT MYERS, FL 33919 | Contract Administrator | $8,055 |
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 | $114,753 | $101,317+13.3% | $146,958-21.9% | $74,495+54.0% |
| Participation rate | 64.8% | 75.5%-10.7pp | 82.2%-17.4pp | 67.2%-2.4pp |
| Annual return | 14.87% | 8730.91%-8716.0pp | 418.34%-403.5pp | 1364.94%-1350.1pp |
| Employer contribution / active EE | $1,701 | $3,810-55.4% | $4,933-65.5% | $2,623-35.2% |
| Participant deferral / active EE | $5,125 | $7,303-29.8% | $8,070-36.5% | $4,346+17.9% |
| Admin fee / account holder | $272 | $1,739-84.3% | $12,998-97.9% | $1,942-86.0% |