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 |
|---|---|---|
SECURITIES AMERICA INC3 years Service code 53 12325 PORT GRACE BLVD · LAVISTA, NE 68128 | Insurance Commissions | $11,143 |
Filed as: DYATECH LLC Service code 13 381 HIGHLAND COLONY PKWY · RIDGELAND, MS 39157 | Contract Administrator | $3,167 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $1,742 |
Filed as: EMPOWER ADVISORY GROUP LLC Service code 28 8515 EAST ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1 |
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 | $28,819 | $84,487-65.9% | $125,339-77.0% | $66,914-56.9% |
| Participation rate | 91.7% | 76.4%+15.3pp | 82.4%+9.4pp | 69.8%+21.9pp |
| Annual return | -14.89% | -8.39%-6.5pp | 572.05%-586.9pp | 1.58%-16.5pp |
| Employer contribution / active EE | $4,274 | $3,553+20.3% | $4,814-11.2% | $2,544+68.0% |
| Participant deferral / active EE | $10,734 | $6,781+58.3% | $7,446+44.1% | $4,237+153.3% |
| Admin fee / account holder | $126 | $685-81.6% | $10,010-98.7% | $593-78.8% |