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: DYATECH LLC Service code 13 381 HIGHLAND COLONY PKWY · RIDGELAND, MS 39157 | Contract Administrator | $2,810 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $2,410 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,087 |
Annual investment return 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 | $34,932 | $91,407-61.8% | $135,903-74.3% | $71,457-51.1% |
| Participation rate | 94.7% | 75.7%+19.0pp | 81.9%+12.8pp | 67.9%+26.7pp |
| Annual return | 14.37% | 29.90%-15.5pp | 68.23%-53.9pp | 28.85%-14.5pp |
| Employer contribution / active EE | $4,666 | $3,703+26.0% | $4,856-3.9% | $2,588+80.3% |
| Participant deferral / active EE | $11,325 | $7,092+59.7% | $7,758+46.0% | $4,289+164.1% |
| Admin fee / account holder | $155 | $1,266-87.8% | $10,762-98.6% | $1,587-90.3% |