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 RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $4,635 |
SAMET & COMPANY PC2 years Service code 10 1330 BOYLSTON ST · CHESTNUT HILL, MA 02467 | Accounting | $2,783 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $800 |
Service code 27 6011 WEST COURTYARD DR · AUSTIN, TX 78730 | Advisory (Plan) | $512 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $3,379 | $23,224-85.4% | $71,086-95.2% | $55,725-93.9% |
| Participation rate | 79.3% | 37.9%+41.4pp | 54.7%+24.6pp | 70.9%+8.4pp |
| Annual return | -1.46% | -2.87%+1.4pp | 650.59%-652.0pp | 244.93%-246.4pp |
| Employer contribution / active EE | $65 | $436-85.1% | $1,088-94.0% | $2,078-96.9% |
| Participant deferral / active EE | $649 | $929-30.1% | $1,874-65.4% | $3,356-80.7% |
| Admin fee / account holder | $27 | $118-77.4% | $3,082-99.1% | $115-76.9% |