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 5-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 | $26,031 |
Filed as: KESTRA ADVISORY SERVICES LLC Service code 27 5707 SWST PRKWY BLDG 2 · AUSTIN, TX 78735 | Advisory (Plan) | $8,339 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $168 |
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 | $57,582 | $87,037-33.8% | $106,201-45.8% | $80,874-28.8% |
| Participation rate | 84.9% | 70.4%+14.5pp | 75.3%+9.7pp | 67.6%+17.3pp |
| Annual return | 10.78% | 17.05%-6.3pp | 116.26%-105.5pp | 35.62%-24.8pp |
| Employer contribution / active EE | $2,625 | $2,396+9.6% | $3,170-17.2% | $2,756-4.7% |
| Participant deferral / active EE | $3,241 | $3,986-18.7% | $5,012-35.3% | $4,297-24.6% |
| Admin fee / account holder | $252 | $8,434-97.0% | $11,039-97.7% | $6,935-96.4% |