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: AMERIPRISE FINANCIAL SERVICES LLC Service code 55 70100 AMERIPRISE FINANCIAL CENTER · MINNEAPOLIS, MN 55474 | Other Commissions | $55,293 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $40,655 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $18,456 |
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 | $75,323 | $72,254+4.2% | $86,677-13.1% | $64,808+16.2% |
| Participation rate | 45.4% | 80.4%-35.0pp | 76.6%-31.2pp | 71.5%-26.1pp |
| Annual return | -14.76% | 392.42%-407.2pp | 35.91%-50.7pp | 32.82%-47.6pp |
| Employer contribution / active EE | $158 | $2,393-93.4% | $2,836-94.4% | $2,506-93.7% |
| Participant deferral / active EE | $3,482 | $4,658-25.2% | $4,656-25.2% | $4,310-19.2% |
| Admin fee / account holder | $79 | $174-54.6% | $7,493-98.9% | $188-58.0% |