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 |
|---|---|---|
LIBERTY GROUP LLC2+ years Service code 55 411 30TH ST STE 314 · OAKLAND, CA 94609 | Other Commissions | $11,513 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,313 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $952 |
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 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 | $46,072 | $69,977-34.2% | $108,579-57.6% | $62,891-26.7% |
| Participation rate | 56.3% | 72.9%-16.6pp | 79.6%-23.2pp | 69.3%-13.0pp |
| Annual return | 6.53% | 10.73%-4.2pp | -51.70%+58.2pp | 20.14%-13.6pp |
| Employer contribution / active EE | $901 | $2,135-57.8% | $3,758-76.0% | $2,281-60.5% |
| Participant deferral / active EE | $4,041 | $3,165+27.7% | $4,311-6.3% | $3,203+26.2% |
| Admin fee / account holder | $28 | $5,076-99.5% | $7,645-99.6% | $4,296-99.4% |