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 Service code 64 8515 E ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $288,122 |
Filed as: EMPOWER ADVISORY GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $64,102 |
Service code 27 24 E COTA ST, STE 200 · SANTA BARBARA, CA 93101 | Advisory (Plan) | $57,277 |
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 | $143,564 | $99,078+44.9% | $96,544+48.7% | $74,419+92.9% |
| Participation rate | 98.8% | 80.7%+18.2pp | 76.0%+22.9pp | 70.7%+28.1pp |
| Annual return | 13.41% | 22.48%-9.1pp | 25.84%-12.4pp | 34.38%-21.0pp |
| Employer contribution / active EE | $3,316 | $2,570+29.0% | $2,965+11.8% | $2,637+25.7% |
| Participant deferral / active EE | $4,992 | $4,933+1.2% | $4,851+2.9% | $4,528+10.3% |
| Admin fee / account holder | $242 | $225+7.8% | $8,252-97.1% | $348-30.4% |