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 | $46,464-50.1% | $150,298-84.6% | $79,634-70.9% |
| Participation rate | 82.3% | 57.0%+25.4pp | 77.8%+4.6pp | 62.5%+19.9pp |
| Annual return | 21.64% | 27.89%-6.3pp | 62.79%-41.1pp | 36.46%-14.8pp |
| Employer contribution / active EE | $0 | $1,512-100.0% | $4,154-100.0% | $2,529-100.0% |
| Participant deferral / active EE | $4,148 | $2,157+92.3% | $5,453-23.9% | $3,835+8.2% |
| Admin fee / account holder | $88 | $891-90.1% | $14,116-99.4% | $1,002-91.2% |