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 5-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 | $17,028 |
ACG ADVISORY SERVICES2 years Filed as: ACG ADVISORY SERVICES INC Service code 27 · EIN 46-2194121 1640 HUGUENOT ROAD · MIDLOTHIAN, VA 23113 | Advisory (Plan) | $8,589 |
NFP RETIREMENT INC1 year Service code 27 120 VANTIS STE 400 · ALISO VIEJO, CA 926562689 | Advisory (Plan) | $5,465 |
ACTUARIAL BENEFITS CORP2 years Filed as: THE ACTUARIAL CONSULTING GROUP Service code 13 1640 HUGUENOT RD · MIDLOTHIAN, VA 23113 | Contract Administrator | $2,838 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $572 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $7,046 | $80,724-91.3% | $103,333-93.2% | $74,495-90.5% |
| Participation rate | 92.7% | 65.7%+27.0pp | 74.5%+18.2pp | 67.2%+25.5pp |
| Annual return | 14.97% | 27.56%-12.6pp | 24.88%-9.9pp | 1364.94%-1350.0pp |
| Employer contribution / active EE | $1,332 | $3,157-57.8% | $3,868-65.6% | $2,623-49.2% |
| Participant deferral / active EE | $2,954 | $3,860-23.5% | $5,057-41.6% | $4,346-32.0% |
| Admin fee / account holder | $149 | $2,368-93.7% | $8,355-98.2% | $1,942-92.3% |