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 INS CO OF AMERICA Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $226,177 |
AURORA PRIVATE WEALTH INC4 years Filed as: AURORA PRIVATE WEALTH, INC. Service code 27 · EIN 47-4814591 | Advisory (Plan) | $140,540 |
BROOK & WHITTLE LTD1 year Service code 25 · EIN 06-1452909 | Directed Trustee | $83,617 |
ADP BROKER-DEALER2 years Filed as: PENSION CONSULTANTS INC. Service code 13 · EIN 06-1504963 | Contract Administrator | $66,446 |
Filed as: EMPOWER ADVISORY GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,204 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,467 | $104,631-66.1% | $98,439-64.0% | $80,160-55.8% |
| Participation rate | 94.4% | 87.5%+6.8pp | 75.2%+19.2pp | 72.9%+21.4pp |
| Annual return | 17.24% | 34.72%-17.5pp | 21.16%-3.9pp | 40.38%-23.1pp |
| Employer contribution / active EE | $809 | $4,517-82.1% | $3,048-73.5% | $2,978-72.8% |
| Participant deferral / active EE | $3,509 | $6,545-46.4% | $4,738-25.9% | $5,017-30.1% |
| Admin fee / account holder | $214 | $105+104.2% | $8,948-97.6% | $145+47.7% |