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 LIFE & ANNUITY INSURANCE CO Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $2,029 |
TRIAD ADVISORS INC2 years Filed as: TRIAD INSURANCE AGENCY INC Service code 55 5185 PEACHTREE PKWY #280 · NORCORSS, GA 300926541 | Other Commissions | $774 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $185,725 | $70,669+162.8% | $169,368+9.7% | $75,163+147.1% |
| Participation rate | 68.6% | 64.8%+3.8pp | 77.1%-8.5pp | 67.2%+1.4pp |
| Annual return | 12.24% | 36.36%-24.1pp | 405.60%-393.4pp | 160.62%-148.4pp |
| Employer contribution / active EE | $1,165 | $2,211-47.3% | $4,013-71.0% | $2,670-56.4% |
| Participant deferral / active EE | $7,130 | $4,311+65.4% | $6,221+14.6% | $4,125+72.8% |
| Admin fee / account holder | $23 | $5,402-99.6% | $9,003-99.7% | $5,651-99.6% |