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 4-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 |
|---|---|---|
GREAT VALLEY ADVISOR GROUP3 years Filed as: GREAT VALLEY ADVISOR GROUP INC. Service code 27 1200 PENNSYLVANIA AVE STE 202 · WILMINGTON, DE 19806 | Advisory (Plan) | $49,104 |
Filed as: EMPOWER ANNUITY INS CO OF AMERICA Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $33,795 |
TAX SHELTERED COMPENSATION, INC.4+ years Filed as: TAX SHELTERED COMPENSATION INC. Service code 13 · EIN 41-0955056 7365 KIRKWOOD CT N STE 200 · MAPLE GROVE, MN 55369 | Contract Administrator | $20,650 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $5,302 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant 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 | $61,484 | $106,110-42.1% | $147,005-58.2% | $77,671-20.8% |
| Participation rate | 49.3% | 78.4%-29.1pp | 82.2%-32.9pp | 70.6%-21.3pp |
| Annual return | 24.99% | 56.77%-31.8pp | 418.76%-393.8pp | 31.21%-6.2pp |
| Employer contribution / active EE | $1,527 | $4,065-62.4% | $4,934-69.0% | $2,726-44.0% |
| Participant deferral / active EE | $2,804 | $7,992-64.9% | $8,070-65.3% | $4,648-39.7% |
| Admin fee / account holder | $240 | $338-28.9% | $13,006-98.2% | $430-44.2% |