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 |
|---|---|---|
Service code 27 3030 N ROCKY POINT DR W STE 700 · TAMPA, FL 33607 | Advisory (Plan) | $13,970 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $4,144 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $687 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,007 | $64,954-60.0% | $115,752-77.5% | $62,292-58.3% |
| Participation rate | 76.9% | 73.0%+3.9pp | 77.8%-0.8pp | 69.5%+7.4pp |
| Annual return | 34.24% | 24.87%+9.4pp | 19.41%+14.8pp | 28.90%+5.3pp |
| Employer contribution / active EE | $2,319 | $2,344-1.0% | $3,492-33.6% | $2,042+13.6% |
| Participant deferral / active EE | $3,941 | $3,665+7.5% | $5,204-24.3% | $3,169+24.4% |
| Admin fee / account holder | $106 | $414-74.5% | $6,278-98.3% | $479-78.0% |