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 8-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 |
|---|---|---|
PFG ADVISORS, LLC1 year Filed as: PFG ADVISORS LLC Service code 27 3200 N CENTRAL AVE STE 200 · PHOENIX, AZ 85012 | Advisory (Plan) | $20,949 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $8,381 |
ADP BROKER-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $2,714 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $134 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $23,196 | $50,982-54.5% | $154,803-85.0% | $85,563-72.9% |
| Participation rate | 82.3% | 59.8%+22.6pp | 78.1%+4.3pp | 66.0%+16.4pp |
| Annual return | 21.64% | 30.35%-8.7pp | 58.88%-37.2pp | 31.51%-9.9pp |
| Employer contribution / active EE | $0 | $1,708-100.0% | $4,305-100.0% | $2,654-100.0% |
| Participant deferral / active EE | $4,148 | $2,474+67.6% | $5,540-25.1% | $4,375-5.2% |
| Admin fee / account holder | $88 | $846-89.6% | $14,329-99.4% | $834-89.4% |