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 |
|---|---|---|
PRECEPT ADVISORY GROUP1 year Filed as: PRECEPT ADVISORY GROUP LLC Service code 16 · EIN 93-0959770 | Consulting | $23,633 |
Service code 13 · EIN 35-0472300 | Contract Administrator | $9,943 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $6,245 |
Service code 64 · EIN 84-1455663 | Recordkeeping Fees | $700 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $114,219 | $59,535+91.9% | $90,160+26.7% | $62,292+83.4% |
| Participation rate | 60.2% | 73.0%-12.9pp | 76.9%-16.7pp | 69.5%-9.3pp |
| Annual return | 15.49% | 23.53%-8.0pp | 34.88%-19.4pp | 28.90%-13.4pp |
| Employer contribution / active EE | $0 | $1,826-100.0% | $3,318-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $5,270 | $4,639+13.6% | $5,288-0.3% | $3,169+66.3% |
| Admin fee / account holder | $331 | $337-1.8% | $5,943-94.4% | $479-31.0% |