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 LIFE & ANNUITY INSURANCE CO Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $76,714 |
Filed as: CALLODINE GROUP LLC Service code 99 TWO INTERNATIONAL PL STE 1830 · BOSTON, MA 02110 | Other Fees | $3,325 |
Filed as: CHARLES SCHWAB & C0., INC. Service code 26 · EIN 94-1737782 | Advisory (Participants) | $1,049 |
CHARLES SCHWAB & CO., INC.8 years Service code 59 | Shareholder Servicing | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $293,277 | $129,021+127.3% | $184,203+59.2% | $77,643+277.7% |
| Participation rate | 93.9% | 87.3%+6.6pp | 86.8%+7.1pp | 70.6%+23.4pp |
| Annual return | 20.08% | 33.27%-13.2pp | 28.81%-8.7pp | 31.24%-11.2pp |
| Employer contribution / active EE | $7,439 | $4,413+68.6% | $6,427+15.7% | $2,726+172.9% |
| Participant deferral / active EE | $16,272 | $7,297+123.0% | $9,131+78.2% | $4,647+250.1% |
| Admin fee / account holder | $24 | $254-90.7% | $13,901-99.8% | $430-94.5% |