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 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $25,116 |
Filed as: KESTRA ADVISORY SERVICES LLC Service code 27 5707 SWST PRKWY BLDG 2 · AUSTIN, TX 78735 | Advisory (Plan) | $6,276 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $30,751 | $94,625-67.5% | $116,228-73.5% | $84,808-63.7% |
| Participation rate | 79.8% | 70.4%+9.3pp | 74.6%+5.2pp | 68.3%+11.5pp |
| Annual return | 8.14% | 20.40%-12.3pp | 90.06%-81.9pp | 40.90%-32.8pp |
| Employer contribution / active EE | $986 | $2,347-58.0% | $2,994-67.1% | $2,631-62.5% |
| Participant deferral / active EE | $2,316 | $3,972-41.7% | $4,953-53.2% | $4,212-45.0% |
| Admin fee / account holder | $151 | $10,091-98.5% | $11,989-98.7% | $7,344-97.9% |