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 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $109,705 |
Service code 55 444 WASHINGTON ST STE 407 · WOBURN, MA 01801 | Other Commissions | $48,931 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $12,350 |
STONEX SECURITIES INC1 year Service code 55 2 PERIMETER PARK S STE 500W · BIRMINGHAM, AL 35243 | Other Commissions | $10,265 |
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 | $50,488 | $92,055-45.2% | $106,213-52.5% | $77,643-35.0% |
| Participation rate | 82.1% | 81.0%+1.1pp | 75.3%+6.8pp | 70.6%+11.5pp |
| Annual return | 37.10% | 17.91%+19.2pp | 116.14%-79.0pp | 31.24%+5.9pp |
| Employer contribution / active EE | $1,857 | $3,367-44.9% | $3,171-41.5% | $2,726-31.9% |
| Participant deferral / active EE | $4,320 | $5,386-19.8% | $5,016-13.9% | $4,647-7.0% |
| Admin fee / account holder | $252 | $219+15.1% | $11,033-97.7% | $430-41.4% |