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 CO OF AM Service code 64 815 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $155,222 |
Filed as: THE PARAGON ALLIANCE GROUP, LLC Service code 13 · EIN 23-3044062 | Contract Administrator | $345 |
Filed as: GREAT-WEST LIVE & ANNUITY INS.CO Service code 15 · EIN 84-0467907 | Recordkeeping | $273 |
Filed as: MML INSURANCE AGENCY LLC Service code 22 · EIN 04-3109325 | Insurance Broker | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $83,242 | $37,393+122.6% | $77,024+8.1% | $66,914+24.4% |
| Participation rate | 47.6% | 52.9%-5.2pp | 67.9%-20.3pp | 69.8%-22.2pp |
| Annual return | -16.33% | -3.29%-13.0pp | 42.32%-58.6pp | 1.58%-17.9pp |
| Employer contribution / active EE | $1,590 | $1,531+3.8% | $2,812-43.5% | $2,544-37.5% |
| Participant deferral / active EE | $4,277 | $2,617+63.4% | $4,426-3.4% | $4,237+1.0% |
| Admin fee / account holder | $4 | $567-99.2% | $5,425-99.9% | $593-99.3% |