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 INS. CO. NY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $17,170 |
RBC WEALTH MANAGEMENT1 year Filed as: RBC CAPITAL MARKETS LLC Service code 27 60 S 6TH ST. · MINNEAPOLIS, MN 55402 | Advisory (Plan) | $15,644 |
JP MORGAN SECURITIES LLC2 years Filed as: J P MORGAN BROKER DEALER HOLDINGS Service code 27 PO BOX 638131 · CHICAGO, IL 60695 | Advisory (Plan) | $3,957 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $444 |
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 | $71,523 | $61,272+16.7% | $149,673-52.2% | $71,457+0.1% |
| Participation rate | 90.4% | 62.5%+27.9pp | 78.8%+11.6pp | 67.9%+22.5pp |
| Annual return | 16.01% | 35.85%-19.8pp | 134.42%-118.4pp | 28.85%-12.8pp |
| Employer contribution / active EE | $4,341 | $2,378+82.5% | $4,818-9.9% | $2,588+67.8% |
| Participant deferral / active EE | $6,115 | $2,917+109.6% | $5,680+7.7% | $4,289+42.6% |
| Admin fee / account holder | $276 | $1,261-78.2% | $13,210-97.9% | $1,587-82.6% |