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 6-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 INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $20,925 |
COMPASS 360, LLC1 year Filed as: COMPASS RETIREMENT CONSULTING GROUP Service code 13 118 PORTSMOUTH AVENUE, STE D201 · STRATHAM, NH 03885 | Contract Administrator | $4,650 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $963 |
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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $28,317 | $101,499-72.1% | $147,005-80.7% | $74,546-62.0% |
| Participation rate | 63.9% | 75.5%-11.6pp | 82.2%-18.2pp | 67.2%-3.3pp |
| Annual return | 124.38% | 8732.34%-8608.0pp | 418.76%-294.4pp | 1366.03%-1241.7pp |
| Employer contribution / active EE | $0 | $3,811-100.0% | $4,934-100.0% | $2,624-100.0% |
| Participant deferral / active EE | $10,545 | $7,304+44.4% | $8,070+30.7% | $4,347+142.5% |
| Admin fee / account holder | $85 | $1,748-95.2% | $13,006-99.3% | $1,944-95.6% |