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 | $46,464-35.8% | $150,298-80.2% | $79,634-62.5% |
| Participation rate | 88.3% | 57.0%+31.3pp | 77.8%+10.5pp | 62.5%+25.8pp |
| Annual return | 18.98% | 27.89%-8.9pp | 62.79%-43.8pp | 36.46%-17.5pp |
| Employer contribution / active EE | $482 | $1,512-68.1% | $4,154-88.4% | $2,529-80.9% |
| Participant deferral / active EE | $3,328 | $2,157+54.3% | $5,453-39.0% | $3,835-13.2% |
| Admin fee / account holder | $136 | $891-84.7% | $14,116-99.0% | $1,002-86.4% |