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 3-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 | $72,344 |
Service code 27 PO BOX 735399 · DALLAS, TX 753735399 | Advisory (Plan) | $30,734 |
STOUT, CAUSEY & HORNING, P.A.2+ years Filed as: ELLSWORTH & STOUT LLC Service code 10 7881 W CHARLESTON BLVD STE 155 · LAS VEGAS, NV 89117 | Accounting | $12,000 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,271 | $56,638-67.7% | $169,368-89.2% | $74,419-75.4% |
| Participation rate | 87.2% | 67.5%+19.7pp | 77.1%+10.1pp | 70.7%+16.5pp |
| Annual return | 19.61% | 24.75%-5.1pp | 405.60%-386.0pp | 34.38%-14.8pp |
| Employer contribution / active EE | $446 | $2,027-78.0% | $4,013-88.9% | $2,637-83.1% |
| Participant deferral / active EE | $2,578 | $4,223-39.0% | $6,221-58.6% | $4,528-43.1% |
| Admin fee / account holder | $143 | $307-53.4% | $9,003-98.4% | $348-59.0% |