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 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $63,751 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $30,820 |
Filed as: STRATEGIC CAPITAL INV. ADVISORS Service code 27 · EIN 36-4268991 | Advisory (Plan) | $23,625 |
LEGACY PROFESSIONALS LLP10+ years Service code 10 · EIN 32-0043599 | Accounting | $12,731 |
BENEFITS MANAGEMENT GROUP, INC.10+ years Service code 14 · EIN 20-0188125 | Plan Administrator | $8,026 |
JOHNSON & KROL, LLC8 years Filed as: JOHNSON & KROL LLC Service code 29 · EIN 36-4342024 | Legal | $7,250 |
AMALGAMATED BANK8 years Filed as: AMALGAMATED BANK OF CHICAGO Service code 21 · EIN 36-0721895 | Bank Trustee | $2,472 |
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 | $72,877 | $82,917-12.1% | $103,333-29.5% | $77,643-6.1% |
| Participation rate | 96.3% | 71.6%+24.7pp | 74.5%+21.8pp | 70.6%+25.7pp |
| Annual return | 10.75% | 19.13%-8.4pp | 24.88%-14.1pp | 31.24%-20.5pp |
| Employer contribution / active EE | $5,416 | $3,552+52.5% | $3,868+40.0% | $2,726+98.7% |
| Participant deferral / active EE | $5,067 | $4,108+23.3% | $5,057+0.2% | $4,647+9.0% |
| Admin fee / account holder | $227 | $638-64.4% | $8,355-97.3% | $430-47.3% |