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 | $3,384 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $3,106 |
Filed as: DYATECH LLC Service code 13 381 HIGHLAND COLONY PKWY · RIDGELAND, MS 39157 | Contract Administrator | $2,805 |
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 | $39,296 | $101,317-61.2% | $146,958-73.3% | $74,495-47.2% |
| Participation rate | 89.8% | 75.5%+14.3pp | 82.2%+7.7pp | 67.2%+22.6pp |
| Annual return | 12.09% | 8730.91%-8718.8pp | 418.34%-406.2pp | 1364.94%-1352.8pp |
| Employer contribution / active EE | $4,657 | $3,810+22.2% | $4,933-5.6% | $2,623+77.6% |
| Participant deferral / active EE | $10,950 | $7,303+49.9% | $8,070+35.7% | $4,346+152.0% |
| Admin fee / account holder | $194 | $1,739-88.9% | $12,998-98.5% | $1,942-90.0% |