See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INS CO OF AM Service code 64 · EIN 84-0467907 | Recordkeeping Fees | $8,223 |
FREEDOM FIDUCIARIES LLC2 years Service code 27 300 E. MALLARD DR. STE 100 · BOISE, ID 83706 | Advisory (Plan) | $7,438 |
BENEFITS2 ADMINISTRATORS LLC2 years Filed as: BENEFITS2 ADMINISTRATORS Service code 13 · EIN 92-1664169 P.O. BOX 328 · MERIDIAN, ID 83680 | Contract Administrator | $4,990 |
SANCTUARY WEALTH MANAGEMENT6 years Service code 26 · EIN 20-0446664 275 SOUTH 5TH AVENUE · POCATELLO, ID 83201 | Advisory (Participants) | $2,478 |
Filed as: EMPOWER ADVISORY GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $870 |
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 | $20,881 | $54,517-61.7% | $75,972-72.5% | $74,495-72.0% |
| Participation rate | 34.6% | 60.3%-25.7pp | 69.1%-34.4pp | 67.2%-32.6pp |
| Annual return | 11.20% | 31.82%-20.6pp | 359.55%-348.3pp | 1364.94%-1353.7pp |
| Employer contribution / active EE | $996 | $1,777-43.9% | $2,685-62.9% | $2,623-62.0% |
| Participant deferral / active EE | $1,900 | $3,066-38.0% | $4,255-55.3% | $4,346-56.3% |
| Admin fee / account holder | $211 | $2,229-90.6% | $6,467-96.7% | $1,942-89.2% |