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 3-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 |
|---|---|---|
ADP BROKER-DEALER1 year Filed as: ADP, INC Service code 15 · EIN 13-3036745 | Recordkeeping | $8,861 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $875 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $181,128 | $131,799+37.4% | $200,582-9.7% | $85,563+111.7% |
| Participation rate | 4.0% | 87.9%-84.0pp | 86.9%-82.9pp | 66.0%-62.0pp |
| Annual return | 17.12% | 21.59%-4.5pp | 42.33%-25.2pp | 31.51%-14.4pp |
| Employer contribution / active EE | $8,859 | $4,532+95.5% | $6,419+38.0% | $2,654+233.8% |
| Participant deferral / active EE | $8,480 | $7,702+10.1% | $9,331-9.1% | $4,375+93.8% |
| Admin fee / account holder | $17 | $235-92.7% | $16,305-99.9% | $834-97.9% |