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 | $22,985 |
Filed as: PRIME CAPITAL INVESTMENT ADVISORS L Service code 27 6201 COLLEGE BLVD 7TH FL · OVERLAND PARK, KS 66211 | Advisory (Plan) | $9,352 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return 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 | $40,656 | $49,915-18.6% | $154,803-73.7% | $74,304-45.3% |
| Participation rate | 58.4% | 54.0%+4.4pp | 78.1%-19.7pp | 60.3%-2.0pp |
| Annual return | 10.12% | 34.06%-23.9pp | 58.88%-48.8pp | 29.43%-19.3pp |
| Employer contribution / active EE | $1,044 | $1,611-35.2% | $4,305-75.8% | $2,241-53.4% |
| Participant deferral / active EE | $1,706 | $2,255-24.3% | $5,540-69.2% | $3,767-54.7% |
| Admin fee / account holder | $299 | $2,189-86.3% | $14,329-97.9% | $2,969-89.9% |