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 RD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $57,973 |
Filed as: RAYMOND JAMES Service code 27 880 CARILLON PKWY · ST PETERSBURG, FL 33716 | Advisory (Plan) | $28,967 |
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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,284 | $62,624-11.7% | $177,989-68.9% | $77,643-28.8% |
| Participation rate | 63.6% | 66.8%-3.2pp | 77.1%-13.4pp | 70.6%-6.9pp |
| Annual return | 20.16% | 16.16%+4.0pp | 294.48%-274.3pp | 31.24%-11.1pp |
| Employer contribution / active EE | $1,855 | $1,909-2.8% | $3,949-53.0% | $2,726-31.9% |
| Participant deferral / active EE | $2,818 | $4,219-33.2% | $6,276-55.1% | $4,647-39.4% |
| Admin fee / account holder | $163 | $386-57.6% | $10,363-98.4% | $430-62.0% |