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 | $46,742 |
EVERHART ADVISORS1 year Filed as: EVERHART FINANCIAL GROUP INC Service code 27 EVERHART ADVISORS · DUBLIN, OH 43017 | Advisory (Plan) | $40,441 |
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 | $36,511 | $106,236-65.6% | $112,228-67.5% | $64,808-43.7% |
| Participation rate | 95.7% | 71.7%+24.0pp | 75.1%+20.6pp | 71.5%+24.2pp |
| Annual return | -15.38% | -6.02%-9.4pp | 27.45%-42.8pp | 32.82%-48.2pp |
| Employer contribution / active EE | $3,838 | $3,166+21.2% | $3,635+5.6% | $2,506+53.2% |
| Participant deferral / active EE | $3,745 | $3,785-1.1% | $4,728-20.8% | $4,310-13.1% |
| Admin fee / account holder | $156 | $452-65.5% | $6,410-97.6% | $188-17.1% |