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 | $26,864 |
ERP RETIREMENT SERVICES4 years Service code 13 135 PINELAWN ROAD · MELVILLE, NY 11747 | Contract Administrator | $800 |
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 | $565,942 | $138,347+309.1% | $184,203+207.2% | $80,856+599.9% |
| Participation rate | 100.0% | 83.9%+16.1pp | 86.8%+13.2pp | 67.6%+32.4pp |
| Annual return | 14.49% | 20.02%-5.5pp | 28.81%-14.3pp | 35.59%-21.1pp |
| Employer contribution / active EE | $26,020 | $4,850+436.4% | $6,427+304.9% | $2,755+844.5% |
| Participant deferral / active EE | $24,763 | $7,071+250.2% | $9,131+171.2% | $4,296+476.5% |
| Admin fee / account holder | $31 | $10,483-99.7% | $13,901-99.8% | $6,918-99.6% |