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 |
|---|---|---|
FORUSALL, INC.2 years Filed as: FORUSALL Service code 27 350 TOWNSEND ST STE 422A · SAN FRANCISCO, CA 94107 | Advisory (Plan) | $20,073 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $241 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $29,088 | $82,978-64.9% | $129,995-77.6% | $71,457-59.3% |
| Participation rate | 94.8% | 74.1%+20.7pp | 78.5%+16.3pp | 67.9%+26.9pp |
| Annual return | 14.12% | 20.60%-6.5pp | -137.18%+151.3pp | 28.85%-14.7pp |
| Employer contribution / active EE | $1,001 | $2,622-61.8% | $4,320-76.8% | $2,588-61.3% |
| Participant deferral / active EE | $3,316 | $4,432-25.2% | $5,820-43.0% | $4,289-22.7% |
| Admin fee / account holder | $78 | $1,729-95.5% | $10,614-99.3% | $1,587-95.1% |