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 8-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 |
|---|---|---|
LT TRUST COMPANY2 years Service code 15 · EIN 61-1607607 | Recordkeeping | $15,526 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $75 |
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 | $22,389 | $69,477-67.8% | $94,646-76.3% | $71,457-68.7% |
| Participation rate | 84.7% | 78.4%+6.3pp | 80.8%+3.9pp | 67.9%+16.8pp |
| Annual return | 19.69% | 29.66%-10.0pp | 156.71%-137.0pp | 28.85%-9.2pp |
| Employer contribution / active EE | $761 | $2,853-73.3% | $3,672-79.3% | $2,588-70.6% |
| Participant deferral / active EE | $11,552 | $7,345+57.3% | $7,418+55.7% | $4,289+169.4% |
| Admin fee / account holder | $86 | $1,210-92.9% | $7,231-98.8% | $1,587-94.6% |