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 |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $17,840 |
BRANIGAN1 year Service code 99 3000 KINGMAN ST STE 100 · METAIRIE, LA 70006 | Other Fees | $14,981 |
Service code 99 4227 CANAL STREET · NEW ORLEANS, LA 70119 | Other Fees | $6,500 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $280 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $38,843 | $23,385+66.1% | $69,182-43.9% | $57,658-32.6% |
| Participation rate | 65.0% | 37.9%+27.1pp | 55.1%+9.9pp | 70.2%-5.2pp |
| Annual return | 4.85% | -659.34%+664.2pp | -21.93%+26.8pp | 5.13%-0.3pp |
| Employer contribution / active EE | $462 | $422+9.5% | $1,206-61.7% | $1,974-76.6% |
| Participant deferral / active EE | $1,477 | $843+75.3% | $1,897-22.1% | $3,061-51.7% |
| Admin fee / account holder | $166 | $82+101.8% | $2,697-93.9% | $95+75.3% |