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 ANNUITY INSURANCE CO OF AM Service code 64 8515 EAST ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $95,368 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $49,074 |
Service code 49 · EIN 87-3599091 1600 VALLEY RIVER DR, STE 340 · EUGENE, OR 97401 | Other Services | $28,850 |
Filed as: NORTHWEST CAPITAL MANAGEMENT, INC Service code 27 · EIN 93-1242462 1 CENTERPOINTE DR., SUITE 115 · LAKE OSWEGO, OR 97035 | Advisory (Plan) | $20,000 |
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 | $55,049 | $46,292+18.9% | $143,757-61.7% | $64,808-15.1% |
| Participation rate | 100.0% | 64.2%+35.8pp | 80.3%+19.7pp | 71.5%+28.5pp |
| Annual return | -16.39% | -10.05%-6.3pp | -0.04%-16.4pp | 32.82%-49.2pp |
| Employer contribution / active EE | $4,985 | $1,910+161.1% | $4,951+0.7% | $2,506+99.0% |
| Participant deferral / active EE | $7,756 | $2,646+193.2% | $5,637+37.6% | $4,310+80.0% |
| Admin fee / account holder | $182 | $154+18.1% | $14,673-98.8% | $188-3.3% |