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 COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $35,238 |
RMB CAPITAL MANAGEMENT LLC5 years Filed as: RMB WEST LLC Service code 27 115 S LASALLE 34TH FLOOR · CHICAGO, IL 60603 | Advisory (Plan) | $27,045 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $9,096 |
Employer contribution per participant 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 | $50,817 | $89,248-43.1% | $136,007-62.6% | $74,546-31.8% |
| Participation rate | 76.1% | 69.4%+6.7pp | 76.5%-0.4pp | 67.2%+8.9pp |
| Annual return | 11.55% | 22.76%-11.2pp | 579.32%-567.8pp | 1366.03%-1354.5pp |
| Employer contribution / active EE | $506 | $2,838-82.2% | $4,215-88.0% | $2,624-80.7% |
| Participant deferral / active EE | $5,969 | $4,598+29.8% | $7,024-15.0% | $4,347+37.3% |
| Admin fee / account holder | $218 | $1,545-85.9% | $6,858-96.8% | $1,944-88.8% |