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 O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $53,074 |
THREE BELL CAPITAL LLC5 years Service code 27 548 MARKET ST PMB 72712 · SAN FRANCISCO, CA 94104 | Advisory (Plan) | $30,117 |
Filed as: GWFS EQUITIES INC Service code 59 8515 E ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Shareholder Servicing | $0 |
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 | $39,417 | $52,208-24.5% | $86,612-54.5% | $74,419-47.0% |
| Participation rate | 98.0% | 66.3%+31.6pp | 71.7%+26.3pp | 70.7%+27.2pp |
| Annual return | 19.52% | 44.46%-24.9pp | 591.07%-571.6pp | 34.38%-14.9pp |
| Employer contribution / active EE | $6,932 | $2,282+203.8% | $3,022+129.4% | $2,637+162.8% |
| Participant deferral / active EE | $8,882 | $3,383+162.6% | $4,438+100.2% | $4,528+96.2% |
| Admin fee / account holder | $68 | $319-78.7% | $5,614-98.8% | $348-80.5% |