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 COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $43,619 |
PENSION PLAN SPECIALISTS, PC3 years Filed as: PENSION PLAN SPECIALISTS Service code 13 805 BROADWAY SUITE 600 · VANCOUVER, WA 98660 | Contract Administrator | $21,823 |
ZUNA, LLC2 years Service code 27 3903 S KELLY AVE · PORTLAND, OR 97239 | Advisory (Plan) | $2,936 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $40,515 | $80,731-49.8% | $103,374-60.8% | $74,546-45.7% |
| Participation rate | 100.0% | 65.7%+34.3pp | 74.5%+25.5pp | 67.2%+32.8pp |
| Annual return | 10.77% | 27.56%-16.8pp | 24.89%-14.1pp | 1366.03%-1355.3pp |
| Employer contribution / active EE | $5,413 | $3,158+71.4% | $3,869+39.9% | $2,624+106.3% |
| Participant deferral / active EE | $6,477 | $3,860+67.8% | $5,058+28.1% | $4,347+49.0% |
| Admin fee / account holder | $218 | $2,369-90.8% | $8,394-97.4% | $1,944-88.8% |