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 6-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 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $6,170 |
PENTEGRA SERVICES, INC.1 year Filed as: PENTEGRA RETIREMENT SERVICES Service code 13 · EIN 13-3745616 701 WESTCHESTER AVENUE · WHITE PLAINS, NY 106043805 | Contract Administrator | $5,571 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $30,042 | $50,982-41.1% | $154,803-80.6% | $85,563-64.9% |
| Participation rate | 13.2% | 59.8%-46.5pp | 78.1%-64.8pp | 66.0%-52.7pp |
| Annual return | 16.81% | 30.35%-13.5pp | 58.88%-42.1pp | 31.51%-14.7pp |
| Employer contribution / active EE | $0 | $1,708-100.0% | $4,305-100.0% | $2,654-100.0% |
| Participant deferral / active EE | $720 | $2,474-70.9% | $5,540-87.0% | $4,375-83.5% |
| Admin fee / account holder | $85 | $846-89.9% | $14,329-99.4% | $834-89.8% |