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 | $56,448 |
Filed as: MORGAN STANLEY Service code 27 1585 BROADWAY · NEW YORK, NY 10036 | Advisory (Plan) | $31,435 |
SOUTHERN PENSION SERVICES8 years Service code 13 · EIN 59-3461974 | Contract Administrator | $4,215 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $28 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $62,392 | $95,274-34.5% | $135,903-54.1% | $74,419-16.2% |
| Participation rate | 49.8% | 78.2%-28.4pp | 81.9%-32.1pp | 70.7%-21.0pp |
| Annual return | 17.54% | 32.77%-15.2pp | 68.23%-50.7pp | 34.38%-16.8pp |
| Employer contribution / active EE | $665 | $3,874-82.8% | $4,856-86.3% | $2,637-74.8% |
| Participant deferral / active EE | $3,793 | $7,782-51.3% | $7,758-51.1% | $4,528-16.2% |
| Admin fee / account holder | $228 | $266-14.4% | $10,762-97.9% | $348-34.5% |