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 INS CO OF AMERICA Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $38,123 |
Filed as: MML INVESTORS SERVICES INC Service code 55 | Other Commissions | $3,546 |
PINNACLE PENSION SERVICES4 years Service code 13 | Contract Administrator | $2,056 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $11,668 | $47,126-75.2% | $149,673-92.2% | $74,419-84.3% |
| Participation rate | 49.7% | 63.4%-13.7pp | 78.8%-29.1pp | 70.7%-21.0pp |
| Annual return | 16.97% | 22.75%-5.8pp | 134.42%-117.4pp | 34.38%-17.4pp |
| Employer contribution / active EE | $461 | $1,905-75.8% | $4,818-90.4% | $2,637-82.5% |
| Participant deferral / active EE | $1,202 | $2,728-55.9% | $5,680-78.8% | $4,528-73.4% |
| Admin fee / account holder | $95 | $343-72.4% | $13,210-99.3% | $348-72.8% |