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, CA 80111 | Recordkeeping Fees | $65,055 |
PKS FINANCIAL SERVICES INC4 years Service code 55 80 STATE ST · ALBANY, NY 122072541 | Other Commissions | $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 | $158,770 | $89,808+76.8% | $100,391+58.2% | $77,643+104.5% |
| Participation rate | 79.0% | 81.2%-2.2pp | 81.5%-2.4pp | 70.6%+8.5pp |
| Annual return | 17.40% | 20.62%-3.2pp | 49.20%-31.8pp | 31.24%-13.8pp |
| Employer contribution / active EE | $3,553 | $3,039+16.9% | $3,942-9.9% | $2,726+30.3% |
| Participant deferral / active EE | $8,295 | $8,284+0.1% | $8,082+2.6% | $4,647+78.5% |
| Admin fee / account holder | $224 | $174+28.2% | $7,899-97.2% | $430-48.1% |