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 |
|---|---|---|
Service code 13 · EIN 11-2859146 GARDEN CITY CENTER · GARDEN CITY, NY 11530 | Contract Administrator | $124,161 |
Filed as: EMPOWERANNUITYINSURANCECOMPANYOFAME Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $62,228 |
Filed as: LEAFHOUSE FINANCIAL ADVISORS LLC Service code 99 6504 BRIDGE POINT PKWY STE 450 · AUSTING, TX 78730 | Other Fees | $14,373 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $3,298 |
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 | $31,399 | $46,292-32.2% | $143,757-78.2% | $64,808-51.6% |
| Participation rate | 98.3% | 64.2%+34.0pp | 80.3%+17.9pp | 71.5%+26.8pp |
| Annual return | -11.10% | -10.05%-1.1pp | -0.04%-11.1pp | 32.82%-43.9pp |
| Employer contribution / active EE | $492 | $1,910-74.2% | $4,951-90.1% | $2,506-80.4% |
| Participant deferral / active EE | $5,390 | $2,646+103.7% | $5,637-4.4% | $4,310+25.1% |
| Admin fee / account holder | $208 | $154+35.5% | $14,673-98.6% | $188+10.9% |