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 CO Service code 64 8515 EAST ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $28,446 |
Service code 13 | Contract Administrator | $12,633 |
Filed as: EMPOWER ADVIDORY GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $6,639 |
Filed as: COMPENSATION SYSTEMS INC Service code 13 | Contract Administrator | $4,620 |
Filed as: COMPENSATION SYSTEM INC Service code 13 900 E 96TH ST STE 325 · INDIANAPOLIS, IN 46240 | Contract Administrator | $3,209 |
Filed as: MICHIGAN PENSION GROUP Service code 13 · EIN 38-2781642 | Contract Administrator | -$1,190 |
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 | $133,658 | $79,013+69.2% | $100,391+33.1% | $74,495+79.4% |
| Participation rate | 99.2% | 79.5%+19.8pp | 81.5%+17.8pp | 67.2%+32.0pp |
| Annual return | 22.99% | 20.41%+2.6pp | 49.20%-26.2pp | 1364.94%-1341.9pp |
| Employer contribution / active EE | $9,044 | $3,021+199.4% | $3,942+129.4% | $2,623+244.8% |
| Participant deferral / active EE | $6,982 | $7,760-10.0% | $8,082-13.6% | $4,346+60.7% |
| Admin fee / account holder | $269 | $1,320-79.6% | $7,899-96.6% | $1,942-86.1% |