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 10-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 CO. OF AM Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $38,710 |
Filed as: PRINCIPAL SECURITIES INC. Service code 55 711 HIGH ST · DES MOINES, IA 50392 | Other Commissions | $26,712 |
Filed as: EMPOWER ADVISORY GROUP LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $14,643 |
ASCENSUS LLC7 years Filed as: PENSION ADMINISTRATORS LLC Service code 13 18033 OAK STREET · OMAHA, NE 68130 | Contract Administrator | $10,394 |
Service code 99 6504 BRIDGE POINT PKWY · AUSTIN, TX 787305097 | Other Fees | $4,756 |
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 | $35,116 | $59,159-40.6% | $159,960-78.0% | $66,914-47.5% |
| Participation rate | 93.3% | 68.1%+25.2pp | 78.0%+15.3pp | 69.8%+23.5pp |
| Annual return | -15.56% | -12.26%-3.3pp | 408.60%-424.2pp | 1.58%-17.1pp |
| Employer contribution / active EE | $1,199 | $1,983-39.5% | $4,226-71.6% | $2,544-52.9% |
| Participant deferral / active EE | $3,381 | $4,395-23.1% | $6,182-45.3% | $4,237-20.2% |
| Admin fee / account holder | $262 | $591-55.6% | $8,698-97.0% | $593-55.8% |