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 3-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 | $63,908 |
RAYMOND JAMES FINANCIAL SERVICES1+ years Filed as: RAYMOND JAMES & ASSOCIATES, INC Service code 99 880 CARILLON PKWY · ST PETERSBURG, FL 33716 | Other Fees | $11,250 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $7,081 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $24,412 | $40,278-39.4% | $80,569-69.7% | $80,160-69.5% |
| Participation rate | 100.0% | 47.5%+52.5pp | 67.0%+33.0pp | 72.9%+27.1pp |
| Annual return | 0.00% | 50.86%-50.9pp | 935.43%-935.4pp | 40.38%-40.4pp |
| Employer contribution / active EE | $82 | $1,332-93.8% | $2,723-97.0% | $2,978-97.2% |
| Participant deferral / active EE | $1,108 | $2,696-58.9% | $4,447-75.1% | $5,017-77.9% |
| Admin fee / account holder | $15 | $210-92.7% | $5,377-99.7% | $145-89.4% |