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 | $42,685 |
AMERICAN REALTY ADVISORS4 years Filed as: THE AMERICAN AUDITORS GROUP LLC Service code 10 PO BOX 48056 · SPOKANE, WA 99228 | Accounting | $9,000 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $4,630 |
Filed as: HIGGINBOTHAM INSURANCE AGENCY INC Service code 99 500 W 13TH STREET · FT WORTH, TX 76102 | Other Fees | $308 |
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 | $21,197 | $53,165-60.1% | $86,188-75.4% | $74,419-71.5% |
| Participation rate | 89.0% | 64.9%+24.2pp | 69.0%+20.1pp | 70.7%+18.3pp |
| Annual return | 18.32% | 22.64%-4.3pp | 1168.45%-1150.1pp | 34.38%-16.1pp |
| Employer contribution / active EE | $486 | $1,210-59.8% | $2,380-79.6% | $2,637-81.6% |
| Participant deferral / active EE | $3,722 | $3,234+15.1% | $3,985-6.6% | $4,528-17.8% |
| Admin fee / account holder | $116 | $551-78.9% | $6,852-98.3% | $348-66.6% |