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 9-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 INS. CO. OF AMERICA Service code 64 8515 E ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $56,781 |
Service code 27 4340 REDWOOD HWY STE 860 · SAN RAFAEL, CA 94903 | Advisory (Plan) | $31,743 |
ALERUS FINANCIAL, N.A.2 years Filed as: ALERUS FINANCIAL NA Service code 13 PO BOX 6001 · GRAND FORKS, ND 58201 | Contract Administrator | $13,581 |
Service code 99 PO BOX 3789 · LITTLETON, CO 80161 | Other Fees | $247 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $40,047 | $47,126-15.0% | $149,673-73.2% | $74,419-46.2% |
| Participation rate | 51.2% | 63.4%-12.2pp | 78.8%-27.5pp | 70.7%-19.5pp |
| Annual return | 14.42% | 22.75%-8.3pp | 134.42%-120.0pp | 34.38%-20.0pp |
| Employer contribution / active EE | $372 | $1,905-80.5% | $4,818-92.3% | $2,637-85.9% |
| Participant deferral / active EE | $1,623 | $2,728-40.5% | $5,680-71.4% | $4,528-64.2% |
| Admin fee / account holder | $252 | $343-26.5% | $13,210-98.1% | $348-27.6% |