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 OF NY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLIAGE, CO 80111 | Recordkeeping Fees | $46,188 |
OSAIC WEALTH INC1 year Filed as: OSAIC FA INC Service code 55 1300 S CLINTON STREET · FORT WAYNE, IN 46802 | Other Commissions | $26,435 |
ACTUARIAL BENEFITS CORP1 year Filed as: ACTUARIAL CONSULTING SERVICES INC Service code 13 30 BRYANT WOODS NORTH · AMHERST, NY 14228 | Contract Administrator | $8,223 |
Filed as: COMMONWEALTH EQUITY SERVICES LLC Service code 27 29 SAWYER RD · WALTHAM, MA 024533483 | Advisory (Plan) | $8,221 |
Filed as: EMPOWER ADVISORY GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $5,102 |
Service code 99 1801 CALIFORNIA ST · DENVER, CO 80202 | Other Fees | $2,861 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,495 | $62,409-9.5% | $120,368-53.1% | $74,546-24.2% |
| Participation rate | 92.2% | 56.8%+35.5pp | 71.9%+20.3pp | 67.2%+25.0pp |
| Annual return | 12.75% | 18.62%-5.9pp | 107.26%-94.5pp | 1366.03%-1353.3pp |
| Employer contribution / active EE | $3,968 | $1,847+114.9% | $3,465+14.5% | $2,624+51.2% |
| Participant deferral / active EE | $3,328 | $2,888+15.2% | $4,991-33.3% | $4,347-23.4% |
| Admin fee / account holder | $205 | $2,394-91.4% | $9,429-97.8% | $1,944-89.5% |