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 |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $2,383 |
Filed as: MERRILL LYNCH LIFE AGENCY INC Service code 55 1215 4TH AVE 26TH FL · SEATTLE, WA 98161 | Other Commissions | $1,679 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $9 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $14,160 | $47,977-70.5% | $154,107-90.8% | $56,287-74.8% |
| Participation rate | 38.6% | 66.2%-27.6pp | 83.0%-44.5pp | 69.9%-31.3pp |
| Annual return | -4.57% | 3.54%-8.1pp | 735.12%-739.7pp | -9.96%+5.4pp |
| Employer contribution / active EE | $255 | $2,169-88.2% | $5,298-95.2% | $2,111-87.9% |
| Participant deferral / active EE | $1,174 | $2,392-50.9% | $5,081-76.9% | $3,350-65.0% |
| Admin fee / account holder | $24 | $438-94.5% | $13,411-99.8% | $521-95.4% |