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 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $190,845 |
FIDUCIENT ADVISORS LLC3 years Filed as: FIDUCIENT ADVISOR LLC Service code 50 · EIN 36-4001764 | Direct Payment | $46,858 |
Filed as: ADVISED ASSET GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $9,529 |
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).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,660 | $115,444-56.1% | $65,493-22.6% | $102,872-50.8% |
| Participation rate | 55.9% | 71.2%-15.2pp | 73.1%-17.1pp | 73.0%-17.1pp |
| Annual return | 14.47% | 15.94%-1.5pp | 982.45%-968.0pp | 19.06%-4.6pp |
| Employer contribution / active EE | $1,373 | $3,409-59.7% | $2,574-46.7% | $3,526-61.1% |
| Participant deferral / active EE | $3,079 | $4,118-25.2% | $3,961-22.3% | $5,535-44.4% |
| Admin fee / account holder | $128 | $123+3.6% | $5,028-97.5% | $292-56.4% |