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 Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $16,114 |
Filed as: RESOURCES INV ADV DBA BUKATY CO Service code 27 11101 SWITZER RD STE 200 · OVERLAND, KS 66210 | Advisory (Plan) | $9,659 |
Filed as: BENEFIT PLANS PLUS Service code 13 11701 BORMAN DRIVE · ST. LOUIS, MO 63146 | Contract Administrator | $6,928 |
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 | $28,659 | $65,061-56.0% | $143,757-80.1% | $66,914-57.2% |
| Participation rate | 67.3% | 65.2%+2.1pp | 80.3%-13.0pp | 69.8%-2.5pp |
| Annual return | -15.82% | -11.14%-4.7pp | -0.04%-15.8pp | 1.58%-17.4pp |
| Employer contribution / active EE | $685 | $2,361-71.0% | $4,951-86.2% | $2,544-73.1% |
| Participant deferral / active EE | $1,602 | $2,919-45.1% | $5,637-71.6% | $4,237-62.2% |
| Admin fee / account holder | $175 | $502-65.1% | $14,673-98.8% | $593-70.5% |