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 O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $337,738 |
FORVIS MAZARS, LLP1 year Filed as: FORVIS LLP Service code 10 910 E ST. LOUIS ST STE 400 · SPRINGFIELD, MO 65807 | Accounting | $25,875 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $108,298 | $53,136+103.8% | $155,509-30.4% | $199,593-45.7% |
| Participation rate | 92.7% | 64.1%+28.6pp | 78.2%+14.5pp | 72.0%+20.7pp |
| Annual return | 10.11% | 41.15%-31.0pp | 64.67%-54.6pp | 34.25%-24.1pp |
| Employer contribution / active EE | $3,645 | $1,851+96.9% | $4,672-22.0% | $3,034+20.1% |
| Participant deferral / active EE | $5,540 | $3,161+75.3% | $5,626-1.5% | $5,087+8.9% |
| Admin fee / account holder | $175 | $185-5.5% | $15,912-98.9% | $269-34.8% |