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 Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $24,624 |
Service code 27 9855 W 78TH ST STE 100 · EDEN PRAIRIE, MN 55344 | Advisory (Plan) | $20,548 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $2,619 |
Service code 99 3071 PEARL ROAD · MEDINA, OH 44256 | Other Fees | $400 |
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 | $34,326 | $56,423-39.2% | $77,163-55.5% | $71,457-52.0% |
| Participation rate | 88.4% | 64.3%+24.1pp | 69.6%+18.8pp | 67.9%+20.5pp |
| Annual return | 15.74% | 19.05%-3.3pp | 37.87%-22.1pp | 28.85%-13.1pp |
| Employer contribution / active EE | $2,066 | $1,866+10.7% | $2,535-18.5% | $2,588-20.2% |
| Participant deferral / active EE | $3,410 | $3,142+8.6% | $3,833-11.0% | $4,289-20.5% |
| Admin fee / account holder | $236 | $1,429-83.5% | $5,472-95.7% | $1,587-85.1% |