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 3-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 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $60,914 |
Service code 27 4340 REDWOOD HWY · SAN RAFAEL, CA 94903 | Advisory (Plan) | $33,819 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,037 | $66,098-63.6% | $101,794-76.4% | $74,304-67.7% |
| Participation rate | 97.6% | 53.8%+43.8pp | 69.2%+28.4pp | 60.3%+37.2pp |
| Annual return | 17.91% | 19.59%-1.7pp | 30.53%-12.6pp | 29.43%-11.5pp |
| Employer contribution / active EE | $3,053 | $1,082+182.2% | $2,289+33.4% | $2,241+36.2% |
| Participant deferral / active EE | $6,874 | $2,781+147.2% | $4,084+68.3% | $3,767+82.5% |
| Admin fee / account holder | $225 | $4,146-94.6% | $8,777-97.4% | $2,969-92.4% |