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 INS CO OF AMERICA Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $97,898 |
Service code 27 4340 REDWOOD HWY #B-60 · SAN RAFAEL, CA 94903 | Advisory (Plan) | $35,157 |
RPW SOLUTIONS LLC3 years Service code 13 · EIN 88-1100312 300 BALLARDVALE STREET · WILMINGTON, MA 01887 | Contract Administrator | $31,067 |
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 | $23,916 | $58,644-59.2% | $177,989-86.6% | $199,593-88.0% |
| Participation rate | 95.8% | 65.5%+30.3pp | 77.1%+18.7pp | 72.0%+23.8pp |
| Annual return | 14.86% | 19.25%-4.4pp | 294.48%-279.6pp | 34.25%-19.4pp |
| Employer contribution / active EE | $1,657 | $1,801-8.0% | $3,949-58.0% | $3,034-45.4% |
| Participant deferral / active EE | $2,873 | $4,248-32.4% | $6,276-54.2% | $5,087-43.5% |
| Admin fee / account holder | $117 | $145-19.5% | $10,363-98.9% | $269-56.5% |