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 INS CO OF AMERICA Service code 15 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $64,047 |
Filed as: STRATEGIC CAPITAL INV. ADVISORS Service code 27 · EIN 36-4268991 | Advisory (Plan) | $22,625 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $19,756 |
LEGACY PROFESSIONALS LLP8+ years Service code 10 · EIN 32-0043599 | Accounting | $10,898 |
BENEFITS MANAGEMENT GROUP, INC.8+ years Service code 13 · EIN 20-0188125 | Contract Administrator | $8,280 |
JOHNSON & KROL, LLC6 years Filed as: JOHNSON & KROL LLC Service code 29 · EIN 36-4342024 | Legal | $6,553 |
AMALGAMATED BANK6 years Filed as: AMALGAMATED BANK OF CHICAGO Service code 19 · EIN 36-0721895 | Securities Custodian | $2,439 |
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 | $55,728 | $106,236-47.5% | $112,228-50.3% | $64,808-14.0% |
| Participation rate | 87.0% | 71.7%+15.3pp | 75.1%+11.9pp | 71.5%+15.5pp |
| Annual return | -19.52% | -6.02%-13.5pp | 27.45%-47.0pp | 32.82%-52.3pp |
| Employer contribution / active EE | $2,509 | $3,166-20.7% | $3,635-31.0% | $2,506+0.1% |
| Participant deferral / active EE | $3,392 | $3,785-10.4% | $4,728-28.3% | $4,310-21.3% |
| Admin fee / account holder | $225 | $452-50.1% | $6,410-96.5% | $188+20.0% |