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 | $34,187 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $30,333 |
FRAZIER & DEETER, LLC1 year Filed as: FRAZIER & DEETER LLC Service code 10 600 PEACHTREE STREET NE STE 1900 · ATLANTA, GA 30308 | Accounting | $21,000 |
BLUECHIP WEALTH ADVISORS LLC2 years Service code 27 12655 BIRMINGHAM HWY STE 201 · MILTON, GA 30004 | Advisory (Plan) | $16,707 |
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 | $41,030 | $31,741+29.3% | $56,411-27.3% | $199,593-79.4% |
| Participation rate | 23.8% | 32.3%-8.6pp | 52.5%-28.7pp | 72.0%-48.2pp |
| Annual return | 17.33% | 14.72%+2.6pp | 1701.33%-1684.0pp | 34.25%-16.9pp |
| Employer contribution / active EE | $783 | $508+54.2% | $1,039-24.6% | $3,034-74.2% |
| Participant deferral / active EE | $1,753 | $1,184+48.1% | $1,952-10.2% | $5,087-65.5% |
| Admin fee / account holder | $222 | $426-47.9% | $2,829-92.1% | $269-17.3% |