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 | $21,549 |
ERP RETIREMENT SERVICES3 years Service code 13 135 PINELAWN ROAD · MELVILLE, NY 11747 | Contract Administrator | $675 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $510,814 | $125,758+306.2% | $169,993+200.5% | $75,163+579.6% |
| Participation rate | 100.0% | 83.6%+16.4pp | 87.0%+13.0pp | 67.2%+32.8pp |
| Annual return | 22.88% | 27.20%-4.3pp | 53.37%-30.5pp | 160.62%-137.7pp |
| Employer contribution / active EE | $25,397 | $4,615+450.3% | $6,785+274.3% | $2,670+851.3% |
| Participant deferral / active EE | $23,625 | $6,837+245.5% | $10,408+127.0% | $4,125+472.7% |
| Admin fee / account holder | $16 | $8,173-99.8% | $12,815-99.9% | $5,651-99.7% |