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 |
|---|---|---|
PRIVATE ADVISOR GROUP LLC2 years Service code 27 65 MADISON AVE STE 300 · MORRISTOWN, NJ 07960 | Advisory (Plan) | $29,883 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $12,115 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $347 |
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 | $56,178 | $79,184-29.1% | $102,438-45.2% | $74,546-24.6% |
| Participation rate | 85.1% | 74.8%+10.4pp | 76.5%+8.6pp | 67.2%+17.9pp |
| Annual return | 12.86% | 54.95%-42.1pp | 29.37%-16.5pp | 1366.03%-1353.2pp |
| Employer contribution / active EE | $1,406 | $2,362-40.5% | $3,024-53.5% | $2,624-46.4% |
| Participant deferral / active EE | $4,562 | $4,414+3.3% | $5,054-9.7% | $4,347+4.9% |
| Admin fee / account holder | $213 | $2,001-89.4% | $9,448-97.7% | $1,944-89.1% |