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 INS. CO. OF AMERICA Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $120,864 |
Filed as: WELLTH ADVISORY SERVICES, LLC Service code 27 722 ESSINGTON RD, STE A · JOLIET, IL 60435 | Advisory (Plan) | $71,002 |
GRANT THORNTON LLP10+ years Service code 10 · EIN 36-6055558 | Accounting | $31,500 |
EMPLOYEE BENEFITS GROUP, LLC11+ years Service code 13 · EIN 73-1554797 | Contract Administrator | $23,965 |
Filed as: EMPOWER ADVISORY GROUP Service code 28 8515 E. ORCHARD RD. · GREENWOOD VILLAGE, CO 80111 | Investment Management | $20,216 |
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 | $36,285 | $56,102-35.3% | $101,794-64.4% | $102,872-64.7% |
| Participation rate | 70.2% | 70.4%-0.1pp | 69.2%+1.0pp | 73.0%-2.8pp |
| Annual return | 15.99% | 14.06%+1.9pp | 30.53%-14.5pp | 19.06%-3.1pp |
| Employer contribution / active EE | $493 | $1,380-64.2% | $2,289-78.4% | $3,526-86.0% |
| Participant deferral / active EE | $2,643 | $2,801-5.7% | $4,084-35.3% | $5,535-52.2% |
| Admin fee / account holder | $109 | $262-58.2% | $8,777-98.8% | $292-62.5% |