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 6-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 13 · EIN 06-1050034 | Contract Administrator | $71,086 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,809 |
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 | $71,696 | $88,890-19.3% | $102,423-30.0% | $77,643-7.7% |
| Participation rate | 97.4% | 80.9%+16.5pp | 76.5%+21.0pp | 70.6%+26.9pp |
| Annual return | 12.37% | 24.98%-12.6pp | 29.32%-17.0pp | 31.24%-18.9pp |
| Employer contribution / active EE | $3,047 | $2,698+12.9% | $3,023+0.8% | $2,726+11.8% |
| Participant deferral / active EE | $6,199 | $5,145+20.5% | $5,053+22.7% | $4,647+33.4% |
| Admin fee / account holder | $186 | $235-20.9% | $9,451-98.0% | $430-56.8% |