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 9-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: COMMONWEALTH EQUITY SERVICES LLC DB Service code 27 29 SAWYER RD · WALTHAM, MA 024533483 | Advisory (Plan) | $20,774 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $8,458 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $3,882 |
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 | $75,622 | $82,664-8.5% | $125,339-39.7% | $68,494+10.4% |
| Participation rate | 98.9% | 75.0%+23.9pp | 82.4%+16.6pp | 67.9%+31.0pp |
| Annual return | -8.73% | -5.97%-2.8pp | 572.05%-580.8pp | -7.84%-0.9pp |
| Employer contribution / active EE | $4,791 | $3,381+41.7% | $4,814-0.5% | $2,596+84.5% |
| Participant deferral / active EE | $13,767 | $6,110+125.3% | $7,446+84.9% | $4,027+241.8% |
| Admin fee / account holder | $222 | $6,275-96.5% | $10,010-97.8% | $5,403-95.9% |