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 8-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 ADVISORY GROUP, LLC Service code 26 · EIN 84-1532243 | Advisory (Participants) | $247,938 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 15 · EIN 84-0467907 | Recordkeeping | $224,371 |
BDO USA, LLP2 years Service code 10 5300 PATTERSON AVE SE · GRAND RAPIDS, MI 49512 | Accounting | $30,000 |
Service code 16 · EIN 34-1820650 | Consulting | $2,100 |
Filed as: CHARLES SCHWAB & CO. INC. Service code 59 | Shareholder Servicing | $0 |
Filed as: CHARLES SCHWAB CO. INC. Service code 59 | Shareholder Servicing | $0 |
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 | $48,544 | $74,831-35.1% | $96,683-49.8% | $103,482-53.1% |
| Participation rate | 87.8% | 83.1%+4.7pp | 74.3%+13.5pp | 73.3%+14.5pp |
| Annual return | 18.52% | 16.15%+2.4pp | 35.69%-17.2pp | 33.11%-14.6pp |
| Employer contribution / active EE | $2,501 | $3,888-35.7% | $3,737-33.1% | $3,208-22.0% |
| Participant deferral / active EE | $3,837 | $3,896-1.5% | $4,878-21.3% | $5,207-26.3% |
| Admin fee / account holder | $87 | $130-33.4% | $6,730-98.7% | $114-24.0% |