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 Service code 64 · EIN 84-0467907 | Recordkeeping Fees | $32,449 |
Filed as: NYLIFE SECURITIES Service code 55 | Other Commissions | $13,032 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 | Investment Management | $4,192 |
Filed as: HERITAGE BENEFIT CONSULTANTS INC. Service code 13 · EIN 06-0991349 680 MAIN STREET · WATERTOWN, CT 06795 | Contract Administrator | $3,400 |
Filed as: NYLIFE SECURITES, LLC Service code 55 51 MADISON AVE., RM 251 · NEW YORK, NY 100101603 | Other Commissions | $0 |
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 | $29,830 | $50,982-41.5% | $154,803-80.7% | $85,563-65.1% |
| Participation rate | 88.3% | 59.8%+28.5pp | 78.1%+10.2pp | 66.0%+22.3pp |
| Annual return | 18.98% | 30.35%-11.4pp | 58.88%-39.9pp | 31.51%-12.5pp |
| Employer contribution / active EE | $482 | $1,708-71.8% | $4,305-88.8% | $2,654-81.8% |
| Participant deferral / active EE | $3,328 | $2,474+34.5% | $5,540-39.9% | $4,375-23.9% |
| Admin fee / account holder | $136 | $846-83.9% | $14,329-99.1% | $834-83.7% |