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 7-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: THE PATRIOT FINANCIAL GROUP INSURAN Service code 27 55 WEST ST STE 201 · WALPOLE, MA 02081 | Advisory (Plan) | $20,072 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $11,664 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,999 |
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 | $58,974 | $87,870-32.9% | $113,168-47.9% | $74,304-20.6% |
| Participation rate | 83.3% | 70.7%+12.6pp | 76.6%+6.8pp | 60.3%+23.0pp |
| Annual return | 22.94% | 26.44%-3.5pp | 24.27%-1.3pp | 29.43%-6.5pp |
| Employer contribution / active EE | $2,111 | $2,277-7.3% | $2,975-29.0% | $2,241-5.8% |
| Participant deferral / active EE | $4,038 | $4,241-4.8% | $5,107-20.9% | $3,767+7.2% |
| Admin fee / account holder | $185 | $3,368-94.5% | $12,068-98.5% | $2,969-93.8% |