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.3 years Filed as: FORUSALL Service code 27 350 TOWNSEND ST STE 422A · SAN FRANCISCO, CA 94107 | Advisory (Plan) | $24,675 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $687 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
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 | $32,377 | $88,083-63.2% | $164,813-80.4% | $74,495-56.5% |
| Participation rate | 92.5% | 73.0%+19.5pp | 78.6%+13.9pp | 67.2%+25.3pp |
| Annual return | 13.53% | 17.26%-3.7pp | 69.93%-56.4pp | 1364.94%-1351.4pp |
| Employer contribution / active EE | $1,008 | $2,593-61.1% | $4,341-76.8% | $2,623-61.6% |
| Participant deferral / active EE | $3,214 | $4,498-28.5% | $6,031-46.7% | $4,346-26.0% |
| Admin fee / account holder | $90 | $2,234-96.0% | $12,690-99.3% | $1,942-95.4% |