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 Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $20,561 |
Filed as: RETIREMENT PLAN SOLUTIONS INC Service code 13 535 KEISLER DRIVE · CARY, NC 27518 | Contract Administrator | $10,571 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,793 |
Filed as: ENVESTMET RETIREMENT SOLUTIONS LLC Service code 99 1801 CALIFORNIA STREET · DENVER, CO 80202 | Other Fees | $1,139 |
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 | $28,542 | $73,397-61.1% | $178,014-84.0% | $74,546-61.7% |
| Participation rate | 92.3% | 66.6%+25.7pp | 77.1%+15.2pp | 67.2%+25.1pp |
| Annual return | 17.12% | 17.49%-0.4pp | 294.80%-277.7pp | 1366.03%-1348.9pp |
| Employer contribution / active EE | $1,477 | $2,217-33.4% | $3,950-62.6% | $2,624-43.7% |
| Participant deferral / active EE | $1,730 | $4,512-61.7% | $6,276-72.4% | $4,347-60.2% |
| Admin fee / account holder | $121 | $1,809-93.3% | $10,362-98.8% | $1,944-93.8% |