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 ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $17,823 |
STIFEL NICOLAUS & CO INC1 year Filed as: STIFEL NICOLAUS & CO., INC. Service code 55 501 N. BROADWAY · ST. LOUIS, MO 63102 | Other Commissions | $13,602 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $5,079 |
ASCENSUS LLC1 year Filed as: ASCENSUS HOLDINGS, INC. DBA FUTUREP Service code 13 · EIN 82-3719843 101 W. BROADWAY, STE 1420 · SAN DIEGO, CA 92101 | Contract Administrator | $1,161 |
Service code 99 6300 BRIDGE POINT PKWY · AUSTIN, TX 787305097 | Other Fees | $169 |
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 | $22,786 | $61,272-62.8% | $149,673-84.8% | $71,457-68.1% |
| Participation rate | 83.2% | 62.5%+20.7pp | 78.8%+4.4pp | 67.9%+15.3pp |
| Annual return | 16.97% | 35.85%-18.9pp | 134.42%-117.4pp | 28.85%-11.9pp |
| Employer contribution / active EE | $1,109 | $2,378-53.4% | $4,818-77.0% | $2,588-57.1% |
| Participant deferral / active EE | $2,924 | $2,917+0.2% | $5,680-48.5% | $4,289-31.8% |
| Admin fee / account holder | $68 | $1,261-94.6% | $13,210-99.5% | $1,587-95.7% |