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 8-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 O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $31,618 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $4,714 |
AMERICAN REALTY ADVISORS3 years Filed as: THE AMERICAN AUDITORS GROUP LLC Service code 10 PO BOX 48056 · SPOKANE, WA 99228 | Accounting | $3,000 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $21,359 | $42,353-49.6% | $79,550-73.2% | $64,808-67.0% |
| Participation rate | 75.1% | 64.8%+10.3pp | 69.5%+5.6pp | 71.5%+3.6pp |
| Annual return | -19.75% | -12.24%-7.5pp | 0.16%-19.9pp | 32.82%-52.6pp |
| Employer contribution / active EE | $513 | $1,181-56.6% | $2,413-78.8% | $2,506-79.5% |
| Participant deferral / active EE | $3,521 | $3,170+11.1% | $3,985-11.6% | $4,310-18.3% |
| Admin fee / account holder | $105 | $160-34.1% | $6,832-98.5% | $188-44.0% |