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 |
|---|---|---|
PENSION SERVICES, INC.8+ years Service code 13 3150 SW 38 AVENUE, SUITE 900 · MIAMI, FL 33146 | Contract Administrator | $12,897 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $7,959 |
Filed as: EMPOWER ANNUITY INS. CO. OF AMERICA Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $4,435 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $16,633 | $34,677-52.0% | $77,024-78.4% | $64,808-74.3% |
| Participation rate | 17.4% | 49.8%-32.5pp | 67.9%-50.5pp | 71.5%-54.1pp |
| Annual return | -17.64% | -5.33%-12.3pp | 42.32%-60.0pp | 32.82%-50.5pp |
| Employer contribution / active EE | $578 | $1,370-57.8% | $2,812-79.5% | $2,506-77.0% |
| Participant deferral / active EE | $720 | $2,556-71.8% | $4,426-83.7% | $4,310-83.3% |
| Admin fee / account holder | $49 | $179-72.6% | $5,425-99.1% | $188-73.9% |