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 INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $76,298 |
Service code 27 1400 AMERICAN BLVD BLDG #44 · PENNINGTON, NJ 08534 | Advisory (Plan) | $45,098 |
CARON & BLETZER, PLLC5 years Service code 10 1 LIBRARY LANE · KINGSTON, NH 03848 | Accounting | $40,250 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $12,577 |
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).
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 | $12,251 | $26,906-54.5% | $61,373-80.0% | $77,904-84.3% |
| Participation rate | 42.6% | 33.4%+9.1pp | 52.6%-10.0pp | 73.7%-31.1pp |
| Annual return | -15.07% | -14.46%-0.6pp | 338.61%-353.7pp | 12.21%-27.3pp |
| Employer contribution / active EE | $246 | $521-52.8% | $1,159-78.8% | $2,848-91.4% |
| Participant deferral / active EE | $846 | $1,180-28.4% | $2,125-60.2% | $4,806-82.4% |
| Admin fee / account holder | $96 | $117-17.9% | $2,130-95.5% | $133-27.6% |