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 13 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Contract Administrator | $536,252 |
THOMPSON HINE1 year Filed as: THOMPSON GREENSPON & CO PC Service code 10 4035 RIDGE TOP RD STE 700 · FAIRFAX, VA 22030 | Accounting | $33,974 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $887 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $28,084 | $96,188-70.8% | $75,972-63.0% | $99,062-71.7% |
| Participation rate | 32.6% | 72.7%-40.1pp | 69.1%-36.5pp | 71.6%-39.0pp |
| Annual return | 12.38% | 16.48%-4.1pp | 359.55%-347.2pp | 17.66%-5.3pp |
| Employer contribution / active EE | $687 | $3,167-78.3% | $2,685-74.4% | $3,262-78.9% |
| Participant deferral / active EE | $1,287 | $4,842-73.4% | $4,255-69.8% | $5,331-75.9% |
| Admin fee / account holder | $93 | $87+6.1% | $6,467-98.6% | $109-15.0% |