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 ANNIUTY INS Service code 28 8515 E ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $58,822 |
Filed as: EMPOWER ADVISORY GRP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD, CO 80111 | Investment Management | $13,214 |
GREAT LAKES ADVISORS, LLC2 years Filed as: GREAT LAKES PENSION SERVICES Service code 13 3361 EXECUTIVE PKWY · TOLEDO, OH 436061337 | Contract Administrator | $12,023 |
OSAIC WEALTH INC2 years Filed as: OSAIC WEALTH, INC. Service code 55 10 EXCHANGE PLACE · JERSEY CITY, NJ 07302 | Other Commissions | $0 |
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 | $28,928 | $78,485-63.1% | $106,213-72.8% | $74,495-61.2% |
| Participation rate | 86.3% | 72.8%+13.5pp | 75.3%+11.0pp | 67.2%+19.1pp |
| Annual return | 15.57% | 15.95%-0.4pp | 116.14%-100.6pp | 1364.94%-1349.4pp |
| Employer contribution / active EE | $3,211 | $2,523+27.3% | $3,171+1.2% | $2,623+22.4% |
| Participant deferral / active EE | $4,715 | $4,322+9.1% | $5,016-6.0% | $4,346+8.5% |
| Admin fee / account holder | $270 | $2,232-87.9% | $11,033-97.6% | $1,942-86.1% |