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 |
|---|---|---|
THREE BELL CAPITAL LLC1 year Service code 27 548 MARKET ST PMB 72712 · SAN FRANCISCO, CA 94104 | Advisory (Plan) | $12,459 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $4,693 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $89 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $21,725 | $41,078-47.1% | $80,569-73.0% | $71,457-69.6% |
| Participation rate | 4.9% | 50.2%-45.3pp | 67.0%-62.1pp | 67.9%-63.0pp |
| Annual return | 18.66% | 38.45%-19.8pp | 935.43%-916.8pp | 28.85%-10.2pp |
| Employer contribution / active EE | $1,507 | $1,506+0.1% | $2,723-44.7% | $2,588-41.8% |
| Participant deferral / active EE | $2,020 | $2,699-25.2% | $4,447-54.6% | $4,289-52.9% |
| Admin fee / account holder | $172 | $1,840-90.6% | $5,377-96.8% | $1,587-89.1% |