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 COMPANY O Service code 13 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Contract Administrator | $606,070 |
NFP RETIREMENT INC1 year Service code 27 120 VANTIS STE 400 · ALISO VIEJO, CA 926562689 | Advisory (Plan) | $53,539 |
WRIGHT FORD YOUNG & CO5 years Service code 10 16140 SAND CANYON AVE · IRVINE, CA 92618 | Accounting | $15,500 |
UKG INC1 year Filed as: UKG INC DBA ULTIMATE SOFTWARE GROUP Service code 99 1485 NORTH PARK DR · WESTON, FL 33326 | Other Fees | $1,375 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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.
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 | $44,576 | $58,644-24.0% | $177,989-75.0% | $199,593-77.7% |
| Participation rate | 37.8% | 65.5%-27.7pp | 77.1%-39.3pp | 72.0%-34.2pp |
| Annual return | 11.53% | 19.25%-7.7pp | 294.48%-283.0pp | 34.25%-22.7pp |
| Employer contribution / active EE | $337 | $1,801-81.3% | $3,949-91.5% | $3,034-88.9% |
| Participant deferral / active EE | $1,971 | $4,248-53.6% | $6,276-68.6% | $5,087-61.3% |
| Admin fee / account holder | $198 | $145+36.1% | $10,363-98.1% | $269-26.4% |