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 6-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 INS CO OF AMERICA Service code 15 · EIN 84-0467907 | Recordkeeping | $392,146 |
Filed as: CHARLES SCHWAB & CO, INC Service code 26 · EIN 94-1737782 | Advisory (Participants) | $679 |
CHARLES SCHWAB & CO., INC.2 years Service code 59 | Shareholder Servicing | $0 |
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 | $63,669 | $44,897+41.8% | $84,966-25.1% | $199,593-68.1% |
| Participation rate | 90.5% | 45.7%+44.8pp | 67.5%+23.0pp | 72.0%+18.6pp |
| Annual return | 16.39% | 20.96%-4.6pp | 66.38%-50.0pp | 34.25%-17.9pp |
| Employer contribution / active EE | $2,098 | $1,365+53.7% | $2,727-23.1% | $3,034-30.8% |
| Participant deferral / active EE | $6,708 | $2,668+151.4% | $4,519+48.4% | $5,087+31.9% |
| Admin fee / account holder | $84 | $584-85.7% | $6,149-98.6% | $269-68.9% |