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 8-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 Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $24,883 |
SMITH & HOWARD, PC1 year Filed as: SMITH BROTHERS FINANCIAL LLC Service code 27 68 NATIONAL DR · GLASTONBURY, CT 06033 | Advisory (Plan) | $10,561 |
WOODBURY FINANCIAL SERVICES4 years Filed as: WOODBURY FINANCIAL SERVICES INC Service code 27 7755 3RD ST N · OAKDALE, MN 55128 | Advisory (Plan) | $6,890 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $6,341 |
Filed as: THE ANGELL PENSION GROUP INC Service code 13 88 BOYD AVENUE · EAST PROVIDENCE, RI 02914 | Contract Administrator | $1,600 |
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 | $39,486 | $61,272-35.6% | $149,673-73.6% | $71,457-44.7% |
| Participation rate | 81.0% | 62.5%+18.5pp | 78.8%+2.3pp | 67.9%+13.1pp |
| Annual return | 11.46% | 35.85%-24.4pp | 134.42%-123.0pp | 28.85%-17.4pp |
| Employer contribution / active EE | $4,740 | $2,378+99.3% | $4,818-1.6% | $2,588+83.2% |
| Participant deferral / active EE | $2,702 | $2,917-7.4% | $5,680-52.4% | $4,289-37.0% |
| Admin fee / account holder | $251 | $1,261-80.1% | $13,210-98.1% | $1,587-84.2% |