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 LIFE & ANNUITY INSURANCE CO Service code 15 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $36,552 |
Filed as: RAYMOND JAMES Service code 27 880 CARILLON PARKWAY · ST PETERSBURG, FL 33716 | Advisory (Plan) | $35,000 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $52,186 | $42,353+23.2% | $79,550-34.4% | $64,808-19.5% |
| Participation rate | 74.3% | 64.8%+9.5pp | 69.5%+4.8pp | 71.5%+2.8pp |
| Annual return | -20.68% | -12.24%-8.4pp | 0.16%-20.8pp | 32.82%-53.5pp |
| Employer contribution / active EE | $0 | $1,181-100.0% | $2,413-100.0% | $2,506-100.0% |
| Participant deferral / active EE | $5,336 | $3,170+68.3% | $3,985+33.9% | $4,310+23.8% |
| Admin fee / account holder | $194 | $160+21.5% | $6,832-97.2% | $188+3.3% |