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 | $10,067 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $8,600 |
Service code 27 722 ESSINGTON RD STE A · JOLIET, IL 60435 | Advisory (Plan) | $4,238 |
Service code 27 4340 REDWOOD HWY · SAN RAFAEL, CA 94903 | Advisory (Plan) | $4,022 |
Filed as: KESTRA ADVISORY SERVICES LLC Service code 27 5707 SWST PRKWY BLDG 2 · AUSTIN, TX 78735 | Advisory (Plan) | $1,764 |
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).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,117 | $60,323-63.3% | $81,812-73.0% | $74,495-70.3% |
| Participation rate | 76.4% | 62.9%+13.5pp | 72.3%+4.0pp | 67.2%+9.2pp |
| Annual return | 8.16% | 16.90%-8.7pp | 773.79%-765.6pp | 1364.94%-1356.8pp |
| Employer contribution / active EE | $1,452 | $2,620-44.6% | $2,912-50.1% | $2,623-44.6% |
| Participant deferral / active EE | $2,364 | $3,387-30.2% | $4,319-45.3% | $4,346-45.6% |
| Admin fee / account holder | $237 | $1,486-84.0% | $7,386-96.8% | $1,942-87.8% |