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 LIFE & ANNUITY INSURANCE CO Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $61,935 |
Service code 27 24 E COTA ST STE 200 · SANTA BARBARA, CA 93101 | Advisory (Plan) | $35,826 |
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 | $101,447 | $61,058+66.1% | $71,209+42.5% | $85,563+18.6% |
| Participation rate | 88.0% | 58.6%+29.4pp | 73.8%+14.2pp | 66.0%+22.0pp |
| Annual return | 20.62% | 100.41%-79.8pp | 282.51%-261.9pp | 31.51%-10.9pp |
| Employer contribution / active EE | $7,868 | $2,199+257.9% | $2,721+189.2% | $2,654+196.5% |
| Participant deferral / active EE | $16,951 | $3,173+434.3% | $4,175+306.0% | $4,375+287.4% |
| Admin fee / account holder | $149 | $855-82.5% | $5,349-97.2% | $834-82.1% |