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 |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE CO Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $102,289 |
FIDUCIENT ADVISORS LLC3 years Filed as: FIDUCIENT ADVISORS Service code 27 · EIN 20-4751585 | Advisory (Plan) | $22,614 |
ADP BROKER-DEALER9+ years Filed as: PENSION CONSULTANTS, INC. Service code 13 · EIN 06-1504963 | Contract Administrator | $12,456 |
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).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,508 | $50,127-39.1% | $149,673-79.6% | $80,160-61.9% |
| Participation rate | 27.5% | 64.3%-36.7pp | 78.8%-51.2pp | 72.9%-45.4pp |
| Annual return | 17.90% | 29.82%-11.9pp | 134.42%-116.5pp | 40.38%-22.5pp |
| Employer contribution / active EE | $416 | $1,865-77.7% | $4,818-91.4% | $2,978-86.0% |
| Participant deferral / active EE | $1,218 | $3,194-61.9% | $5,680-78.6% | $5,017-75.7% |
| Admin fee / account holder | $193 | $153+26.4% | $13,210-98.5% | $145+33.2% |