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 | $74,937 |
ATLANTA CAPITAL MANAGEMENT4 years Filed as: ATLANTA CONSULTING GROUP Service code 27 309 E PACES FERRY RD STE 600 · ATLANTA, GA 30305 | Advisory (Plan) | $64,552 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $26,052 |
ASCENSUS LLC5 years Filed as: ASCENSUS HOLDINGS INC Service code 13 101 W BROADWAY STE 1420 · SAN DIEGO, CA 92101 | Contract Administrator | $12,868 |
Service code 13 P O BOX 24628 · KNOXVILLE, TN 37933 | Contract Administrator | $6,900 |
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 | $61,516 | $91,372-32.7% | $129,995-52.7% | $74,419-17.3% |
| Participation rate | 93.1% | 77.8%+15.3pp | 78.5%+14.6pp | 70.7%+22.4pp |
| Annual return | 43.61% | 23.21%+20.4pp | -137.18%+180.8pp | 34.38%+9.2pp |
| Employer contribution / active EE | $2,730 | $2,563+6.5% | $4,320-36.8% | $2,637+3.5% |
| Participant deferral / active EE | $4,460 | $4,721-5.5% | $5,820-23.4% | $4,528-1.5% |
| Admin fee / account holder | $171 | $283-39.6% | $10,614-98.4% | $348-50.8% |