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 | $16,120 |
OSAIC WEALTH INC2 years Service code 27 10 EXCHANGE PLACE STE 1410 · JERSEY CITY, NJ 07302 | Advisory (Plan) | $11,453 |
NOVOTNY CPA GROUP PLC6 years Service code 10 800 E ELLIS STE 584 · NORTON SHORES, MI 49441 | Accounting | $6,500 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $229 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,751 | $66,098-29.3% | $101,794-54.1% | $74,304-37.1% |
| Participation rate | 91.7% | 53.8%+38.0pp | 69.2%+22.6pp | 60.3%+31.4pp |
| Annual return | 14.19% | 19.59%-5.4pp | 30.53%-16.3pp | 29.43%-15.2pp |
| Employer contribution / active EE | $930 | $1,082-14.0% | $2,289-59.4% | $2,241-58.5% |
| Participant deferral / active EE | $4,650 | $2,781+67.2% | $4,084+13.9% | $3,767+23.4% |
| Admin fee / account holder | $250 | $4,146-94.0% | $8,777-97.1% | $2,969-91.6% |