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 7-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 CO Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $79,118 |
Service code 27 4340 REDWOOD HWY · SAN RAFAEL, CA 94903 | Advisory (Plan) | $55,857 |
ACTUARIES UNLIMITED, INC.4 years Filed as: ACTUARIES UNLIMITED INC. Service code 13 16030 VENTURA BLVD · ENCINO, CA 91436 | Contract Administrator | $16,200 |
Filed as: EMPOWER FINANCIAL SERVICES, INC. Service code 33 8515 E ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Securities brokerage; Shareholder ser... | $300 |
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 | $73,635 | $50,815+44.9% | $155,509-52.6% | $77,643-5.2% |
| Participation rate | 59.5% | 63.1%-3.6pp | 78.2%-18.7pp | 70.6%-11.1pp |
| Annual return | 31.15% | 34.80%-3.7pp | 64.67%-33.5pp | 31.24%-0.1pp |
| Employer contribution / active EE | $1,899 | $1,993-4.7% | $4,672-59.4% | $2,726-30.3% |
| Participant deferral / active EE | $4,142 | $2,822+46.8% | $5,626-26.4% | $4,647-10.9% |
| Admin fee / account holder | $233 | $437-46.6% | $15,912-98.5% | $430-45.8% |