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 |
|---|---|---|
Service code 28 · EIN 47-1411118 | Investment Management | $90,297 |
Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $46,563 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $34,034 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $17,625 |
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 | $106,120 | $106,028+0.1% | $146,958-27.8% | $77,643+36.7% |
| Participation rate | 89.0% | 78.4%+10.6pp | 82.2%+6.8pp | 70.6%+18.4pp |
| Annual return | 27.17% | 56.73%-29.6pp | 418.34%-391.2pp | 31.24%-4.1pp |
| Employer contribution / active EE | $3,205 | $4,063-21.1% | $4,933-35.0% | $2,726+17.6% |
| Participant deferral / active EE | $7,011 | $7,990-12.3% | $8,070-13.1% | $4,647+50.9% |
| Admin fee / account holder | $182 | $337-46.1% | $12,998-98.6% | $430-57.7% |