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 · EIN 06-1050034 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $191,532 |
GREEN HASSON JANKS1 year Filed as: GREEN HASSON & JANKS LLC Service code 27 10990 WILSHIRE BLVD 16TH FL · LOS ANGELES, CA 90024 | Advisory (Plan) | $50,538 |
Filed as: BENEFIT FINANCIAL SERVICES GRP Service code 27 2040 MAIN ST STE 720 · IRVINE, CA 92614 | Advisory (Plan) | $30,000 |
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 | $94,456 | $76,173+24.0% | $81,438+16.0% | $199,768-52.7% |
| Participation rate | 90.3% | 76.3%+14.1pp | 69.5%+20.8pp | 72.0%+18.3pp |
| Annual return | 21.54% | 15.59%+5.9pp | 24.74%-3.2pp | 34.26%-12.7pp |
| Employer contribution / active EE | $2,235 | $2,792-19.9% | $2,460-9.1% | $3,037-26.4% |
| Participant deferral / active EE | $6,791 | $4,201+61.6% | $3,883+74.9% | $5,090+33.4% |
| Admin fee / account holder | $138 | $146-5.7% | $5,764-97.6% | $269-48.8% |