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 7-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 Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $23,336 |
FREEGULLIVER, LLC6+ years Filed as: FREEGULLIVER Service code 26 509 OCTAVIA ST · NEW ORLEANS, LA 70115 | Advisory (Participants) | $12,341 |
FIDUCIARY CONSULTING GROUP6+ years Filed as: FIDUCIARY CONSULTING GROUP INC Service code 14 1832 WARD DR STE 101 PO BOX 11408 · MURFREESBORO, TN 37129 | Plan Administrator | $8,826 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $2,739 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $10,428 | $58,264-82.1% | $86,612-88.0% | $71,457-85.4% |
| Participation rate | 96.5% | 65.0%+31.5pp | 71.7%+24.8pp | 67.9%+28.6pp |
| Annual return | 15.52% | 21.63%-6.1pp | 591.07%-575.5pp | 28.85%-13.3pp |
| Employer contribution / active EE | $532 | $2,574-79.3% | $3,022-82.4% | $2,588-79.5% |
| Participant deferral / active EE | $2,194 | $3,436-36.2% | $4,438-50.6% | $4,289-48.9% |
| Admin fee / account holder | $145 | $1,057-86.2% | $5,614-97.4% | $1,587-90.8% |