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 O Service code 15 · EIN 84-0467907 | Recordkeeping | $120,517 |
Filed as: PRIME CAPITAL INVESTMENT ADVISORS L Service code 27 · EIN 82-1364595 | Advisory (Plan) | $51,402 |
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 | $81,564 | $92,090-11.4% | $106,201-23.2% | $77,671+5.0% |
| Participation rate | 94.5% | 81.0%+13.4pp | 75.3%+19.2pp | 70.6%+23.9pp |
| Annual return | 11.95% | 17.89%-5.9pp | 116.26%-104.3pp | 31.21%-19.3pp |
| Employer contribution / active EE | $2,578 | $3,368-23.5% | $3,170-18.7% | $2,726-5.5% |
| Participant deferral / active EE | $4,914 | $5,386-8.8% | $5,012-2.0% | $4,648+5.7% |
| Admin fee / account holder | $204 | $219-7.0% | $11,039-98.2% | $430-52.7% |