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 | $95,154 |
ATLANTA CAPITAL MANAGEMENT5 years Filed as: ATLANTA CONSULTING GROUP Service code 27 309 E PACES FERRY RD STE 600 · ATLANTA, GA 30305 | Advisory (Plan) | $71,415 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $46,721 |
Service code 13 P O BOX 24628 · KNOXVILLE, TN 37933 | Contract Administrator | $24,476 |
ASCENSUS LLC6 years Filed as: ASCENSUS HOLDINGS INC Service code 13 101 W BROADWAY STE 1420 · SAN DIEGO, CA 92101 | Contract Administrator | $1,452 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $66,216 | $89,436-26.0% | $164,813-59.8% | $77,643-14.7% |
| Participation rate | 94.4% | 78.6%+15.8pp | 78.6%+15.8pp | 70.6%+23.8pp |
| Annual return | 11.82% | 28.83%-17.0pp | 69.93%-58.1pp | 31.24%-19.4pp |
| Employer contribution / active EE | $2,571 | $2,569+0.1% | $4,341-40.8% | $2,726-5.7% |
| Participant deferral / active EE | $4,520 | $4,897-7.7% | $6,031-25.1% | $4,647-2.7% |
| Admin fee / account holder | $183 | $339-46.1% | $12,690-98.6% | $430-57.5% |