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 | $14,961 |
UNITED BENEFITS GROUP1 year Service code 13 PO BOX 169005 · KANSAS CITY, MO 64116 | Contract Administrator | $11,376 |
Service code 27 100 NORTH BROADWAY · ALBERT LEA, MN 56007 | Advisory (Plan) | $4,167 |
Employer contribution per participant 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 | $62,256 | $62,603-0.6% | $104,294-40.3% | $66,914-7.0% |
| Participation rate | 100.0% | 59.6%+40.4pp | 73.3%+26.7pp | 69.8%+30.2pp |
| Annual return | -12.20% | -14.70%+2.5pp | 24.61%-36.8pp | 1.58%-13.8pp |
| Employer contribution / active EE | $0 | $1,972-100.0% | $3,372-100.0% | $2,544-100.0% |
| Participant deferral / active EE | $4,970 | $2,853+74.2% | $4,625+7.5% | $4,237+17.3% |
| Admin fee / account holder | $156 | $656-76.3% | $7,339-97.9% | $593-73.8% |