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 | $3,158 |
Filed as: AMERIPRISE FINANCIAL SERVICES LLC Service code 53 70100 AMERIPRISE FINANCIAL CENTER · MINNEAPOLIS, MN 55474 | Insurance Commissions | $987 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $26,193 | $54,350-51.8% | $82,719-68.3% | $68,494-61.8% |
| Participation rate | 59.8% | 63.9%-4.1pp | 72.6%-12.8pp | 67.9%-8.1pp |
| Annual return | -15.90% | -13.67%-2.2pp | 701.18%-717.1pp | -7.84%-8.1pp |
| Employer contribution / active EE | $1,897 | $2,218-14.5% | $3,009-37.0% | $2,596-26.9% |
| Participant deferral / active EE | $966 | $3,246-70.2% | $4,395-78.0% | $4,027-76.0% |
| Admin fee / account holder | $136 | $4,395-96.9% | $5,329-97.4% | $5,403-97.5% |