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 Service code 64 8515 EAST ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $15,770 |
Filed as: FIDELITY INVESTMENTS Service code 37 · EIN 04-2647786 | Loan Processing | $598 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Form 5500 reported that benefits due were not provided when due.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,546 | $52,293-14.8% | $178,490-75.0% | $73,409-39.3% |
| Participation rate | 93.2% | 65.3%+27.9pp | 81.9%+11.3pp | 72.2%+21.0pp |
| Annual return | 0.00% | 34.75%-34.7pp | 151.07%-151.1pp | 59.29%-59.3pp |
| Employer contribution / active EE | $2,494 | $1,735+43.7% | $5,011-50.2% | $2,234+11.7% |
| Participant deferral / active EE | $3,197 | $2,332+37.1% | $5,202-38.5% | $3,805-16.0% |
| Admin fee / account holder | $29 | $127-76.9% | $13,984-99.8% | $158-81.4% |