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 | $48,215 |
Service code 27 1400 AMERICAN BLVD BLDG #4 · PENNINGTON, NJ 08534 | Advisory (Plan) | $39,032 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $38,249 |
Annual investment return is in the bottom quintile of the peer cohort.
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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,344 | $89,436-56.0% | $164,813-76.1% | $77,643-49.3% |
| Participation rate | 91.1% | 78.6%+12.5pp | 78.6%+12.5pp | 70.6%+20.6pp |
| Annual return | 11.95% | 28.83%-16.9pp | 69.93%-58.0pp | 31.24%-19.3pp |
| Employer contribution / active EE | $2,832 | $2,569+10.3% | $4,341-34.7% | $2,726+3.9% |
| Participant deferral / active EE | $4,916 | $4,897+0.4% | $6,031-18.5% | $4,647+5.8% |
| Admin fee / account holder | $212 | $339-37.7% | $12,690-98.3% | $430-50.8% |