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 5-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 | $25,980 |
Filed as: MERRILL LYNCH PIERCE FENNER SMITH Service code 27 1400 AMERICAN BLVD BLDG #4 · PENNINGTON, NJ 08534 | Advisory (Plan) | $23,904 |
ASCENSUS LLC2 years Filed as: ASCENSUS HOLDING INC DBA FUTUREPLAN Service code 13 101 W BROADWAY STE 1420 · SAN DIEGO, CA 92101 | Contract Administrator | $3,226 |
Filed as: EMPOWER ADIVSORY GROUP LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,936 |
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 | $7,312 | $30,588-76.1% | $53,898-86.4% | $85,563-91.5% |
| Participation rate | 63.8% | 26.3%+37.5pp | 55.0%+8.8pp | 66.0%-2.2pp |
| Annual return | 17.61% | 50.42%-32.8pp | 528.60%-511.0pp | 31.51%-13.9pp |
| Employer contribution / active EE | $0 | $436-100.0% | $932-100.0% | $2,654-100.0% |
| Participant deferral / active EE | $1,283 | $848+51.3% | $1,826-29.8% | $4,375-70.7% |
| Admin fee / account holder | $173 | $1,879-90.8% | $2,491-93.0% | $834-79.2% |