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 ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $17,066 |
Service code 27 5905 E GALBRAITH RD STE 9000 · CINCINNATI, OH 45236 | Advisory (Plan) | $8,013 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,677 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $23,992 | $50,982-52.9% | $154,803-84.5% | $85,563-72.0% |
| Participation rate | 20.3% | 59.8%-39.5pp | 78.1%-57.8pp | 66.0%-45.7pp |
| Annual return | 25.13% | 30.35%-5.2pp | 58.88%-33.7pp | 31.51%-6.4pp |
| Employer contribution / active EE | $0 | $1,708-100.0% | $4,305-100.0% | $2,654-100.0% |
| Participant deferral / active EE | $842 | $2,474-66.0% | $5,540-84.8% | $4,375-80.8% |
| Admin fee / account holder | $193 | $846-77.2% | $14,329-98.7% | $834-76.9% |