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.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER LIFE & ANNUITY INSURANCE CO Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $6,873 |
KESTRA INVESTMENT SERVICES LLC2+ years Filed as: KESTRA ADVISORY SERVICES LLC Service code 27 5707 SWST PARKWAY BLDG 2 · AUSTIN, TX 78735 | Advisory (Plan) | $5,093 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,859 |
PRCA2+ years Service code 13 555 GOFFLE RD STE 200 · RIDGEWOOD, NJ 07451 | Contract Administrator | $500 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $9,030 | $82,978-89.1% | $129,995-93.1% | $71,457-87.4% |
| Participation rate | 84.4% | 74.1%+10.3pp | 78.5%+5.9pp | 67.9%+16.5pp |
| Annual return | 249.19% | 20.60%+228.6pp | -137.18%+386.4pp | 28.85%+220.3pp |
| Employer contribution / active EE | $0 | $2,622-100.0% | $4,320-100.0% | $2,588-100.0% |
| Participant deferral / active EE | $1,604 | $4,432-63.8% | $5,820-72.4% | $4,289-62.6% |
| Admin fee / account holder | $56 | $1,729-96.8% | $10,614-99.5% | $1,587-96.5% |