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 | $28,127 |
SMITH & HOWARD, PC2 years Filed as: SMITH BROTHERS FINANCIAL LLC Service code 27 68 NATIONAL DR · GLASTONBURY, CT 06033 | Advisory (Plan) | $22,346 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $7,965 |
Filed as: THE ANGELL PENSION GROUP INC Service code 13 88 BOYD AVENUE · EAST PROVIDENCE, RI 02914 | Contract Administrator | $2,095 |
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 | $42,202 | $50,815-16.9% | $155,509-72.9% | $77,643-45.6% |
| Participation rate | 78.4% | 63.1%+15.3pp | 78.2%+0.2pp | 70.6%+7.8pp |
| Annual return | 16.13% | 34.80%-18.7pp | 64.67%-48.5pp | 31.24%-15.1pp |
| Employer contribution / active EE | $4,259 | $1,993+113.7% | $4,672-8.9% | $2,726+56.2% |
| Participant deferral / active EE | $2,832 | $2,822+0.4% | $5,626-49.7% | $4,647-39.1% |
| Admin fee / account holder | $246 | $437-43.6% | $15,912-98.5% | $430-42.8% |