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.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $15,261 |
CHARLES SCHWAB & CO., INC.2+ years Filed as: REA & ASSOCIATES Service code 13 PO BOX 1020 · NEW PHILADELPHIA, OH 44663 | Contract Administrator | $12,675 |
Filed as: ENVESTNET RETIREMENT SOLITIONS Service code 99 1801 CALIFORNIA ST · DENVER, CO 80202 | Other Fees | $1,968 |
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 | $104,453 | $88,083+18.6% | $164,813-36.6% | $74,495+40.2% |
| Participation rate | 97.6% | 73.0%+24.6pp | 78.6%+19.0pp | 67.2%+30.4pp |
| Annual return | 16.85% | 17.26%-0.4pp | 69.93%-53.1pp | 1364.94%-1348.1pp |
| Employer contribution / active EE | $4,019 | $2,593+55.0% | $4,341-7.4% | $2,623+53.2% |
| Participant deferral / active EE | $8,733 | $4,498+94.2% | $6,031+44.8% | $4,346+101.0% |
| Admin fee / account holder | $165 | $2,234-92.6% | $12,690-98.7% | $1,942-91.5% |