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 INSURANCE CO Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $39,401 |
KESTRA INVESTMENT SERVICES LLC8+ years Service code 55 135 SOUTH ROAD · FARMINGTON, CT 06032 | Other Commissions | $18,207 |
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 | $57,505 | $52,208+10.1% | $86,612-33.6% | $74,419-22.7% |
| Participation rate | 100.0% | 66.3%+33.7pp | 71.7%+28.3pp | 70.7%+29.3pp |
| Annual return | 14.97% | 44.46%-29.5pp | 591.07%-576.1pp | 34.38%-19.4pp |
| Employer contribution / active EE | $2,415 | $2,282+5.8% | $3,022-20.1% | $2,637-8.4% |
| Participant deferral / active EE | $3,270 | $3,383-3.4% | $4,438-26.3% | $4,528-27.8% |
| Admin fee / account holder | $112 | $319-64.8% | $5,614-98.0% | $348-67.8% |