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 |
|---|---|---|
Service code 27 24 E COTA ST STE 200 · SANTA BARBARA, CA 93101 | Advisory (Plan) | $45,190 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $22,858 |
Filed as: EMPOWER ADVISORY GROUP LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $3,929 |
Filed as: QDRO CONSULTANTS COMPANY LLC Service code 16 3071 PEARL ROAD · MEDINA, OH 44256 | Consulting | $400 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $22,970 | $46,292-50.4% | $143,757-84.0% | $64,808-64.6% |
| Participation rate | 29.3% | 64.2%-34.9pp | 80.3%-51.0pp | 71.5%-42.1pp |
| Annual return | -14.98% | -10.05%-4.9pp | -0.04%-14.9pp | 32.82%-47.8pp |
| Employer contribution / active EE | $658 | $1,910-65.5% | $4,951-86.7% | $2,506-73.7% |
| Participant deferral / active EE | $1,838 | $2,646-30.5% | $5,637-67.4% | $4,310-57.4% |
| Admin fee / account holder | $191 | $154+24.5% | $14,673-98.7% | $188+2.0% |