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 CO Service code 64 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $42,826 |
Service code 27 · EIN 82-5427341 P.O. BOX 7001 · PASADENA, CA 91109 | Advisory (Plan) | $42,387 |
Filed as: EMPOWER ADVISORY GROUP LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $11,790 |
ASCENSUS LLC1 year Filed as: FUTUREPLAN BY ASCENSUS Service code 13 101 W BROADWAY SUITE 1420 · SAN DIEGO, CA 92101 | Contract Administrator | $8,599 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $59,380 | $89,436-33.6% | $164,813-64.0% | $77,643-23.5% |
| Participation rate | 58.4% | 78.6%-20.2pp | 78.6%-20.2pp | 70.6%-12.2pp |
| Annual return | 91.80% | 28.83%+63.0pp | 69.93%+21.9pp | 31.24%+60.6pp |
| Employer contribution / active EE | $1,370 | $2,569-46.7% | $4,341-68.4% | $2,726-49.7% |
| Participant deferral / active EE | $2,757 | $4,897-43.7% | $6,031-54.3% | $4,647-40.7% |
| Admin fee / account holder | $138 | $339-59.5% | $12,690-98.9% | $430-68.0% |