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 |
|---|---|---|
JP MORGAN SECURITIES LLC1 year Filed as: J P MORGAN BROKER DEALER HOLDINGS Service code 27 PO BOX 638131 · CHICAGO, IL 60695 | Advisory (Plan) | $8,284 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $24 |
Filed as: FIRST GREAT WEST LIFE & ANNUITY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
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 | $59,441 | $65,061-8.6% | $143,757-58.7% | $66,914-11.2% |
| Participation rate | 94.3% | 65.2%+29.2pp | 80.3%+14.0pp | 69.8%+24.5pp |
| Annual return | -14.73% | -11.14%-3.6pp | -0.04%-14.7pp | 1.58%-16.3pp |
| Employer contribution / active EE | $4,091 | $2,361+73.3% | $4,951-17.4% | $2,544+60.8% |
| Participant deferral / active EE | $5,510 | $2,919+88.8% | $5,637-2.3% | $4,237+30.0% |
| Admin fee / account holder | $187 | $502-62.8% | $14,673-98.7% | $593-68.5% |