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 | $49,137 |
Service code 27 24 E COTA ST STE 200 · SANTA BARBARA, CA 93101 | Advisory (Plan) | $23,342 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $49,821 | $92,055-45.9% | $106,213-53.1% | $77,643-35.8% |
| Participation rate | 42.8% | 81.0%-38.2pp | 75.3%-32.4pp | 70.6%-27.7pp |
| Annual return | 13.47% | 17.91%-4.4pp | 116.14%-102.7pp | 31.24%-17.8pp |
| Employer contribution / active EE | $993 | $3,367-70.5% | $3,171-68.7% | $2,726-63.6% |
| Participant deferral / active EE | $2,074 | $5,386-61.5% | $5,016-58.6% | $4,647-55.4% |
| Admin fee / account holder | $177 | $219-19.3% | $11,033-98.4% | $430-58.9% |