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 INS. CO AMERICA Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $25,709 |
Filed as: ONEDIGITAL INVESTMENT ADVISORS,LLC Service code 99 P.O. BOX 735399 · DALLAS, TX 753735399 | Other Fees | $3,135 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $84,595 | $53,345+58.6% | $121,098-30.1% | $74,419+13.7% |
| Participation rate | 54.4% | 60.0%-5.6pp | 69.5%-15.1pp | 70.7%-16.3pp |
| Annual return | 15.49% | 35.15%-19.7pp | 985.75%-970.3pp | 34.38%-18.9pp |
| Employer contribution / active EE | $2,587 | $1,898+36.3% | $4,164-37.9% | $2,637-1.9% |
| Participant deferral / active EE | $2,836 | $3,221-12.0% | $4,080-30.5% | $4,528-37.4% |
| Admin fee / account holder | $121 | $382-68.3% | $5,644-97.9% | $348-65.2% |