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 |
|---|---|---|
SAGEPOINT FINANCIAL INC5 years Service code 27 20 EAST THOMAS RD STE 2000 · PHOENIX, AZ 85012 | Advisory (Plan) | $37,403 |
EIDE BAILLY LLP3 years Service code 16 PO BOX 1914 · BISMARCK, ND 585021914 | Consulting | $33,250 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $29,480 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $22,275 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $21,210 | $140,190-84.9% | $115,756-81.7% | $77,904-72.8% |
| Participation rate | 86.0% | 81.0%+5.0pp | 77.1%+8.9pp | 73.7%+12.3pp |
| Annual return | -14.02% | -13.46%-0.6pp | 143.14%-157.2pp | 12.21%-26.2pp |
| Employer contribution / active EE | $265 | $3,169-91.7% | $3,793-93.0% | $2,848-90.7% |
| Participant deferral / active EE | $3,895 | $5,401-27.9% | $6,254-37.7% | $4,806-19.0% |
| Admin fee / account holder | $99 | $138-28.8% | $8,124-98.8% | $133-25.7% |