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 9-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 | $65,535 |
Filed as: GALLAGHER BENEFIT SERVICES INC DBA Service code 27 1100 SUPERIOR AVE STE 1700 · CLEVELAND, OH 44114 | Advisory (Plan) | $15,539 |
Filed as: KESTRA ADVISORY SERVICES LLC Service code 27 5707 SWST PRKWY BLDG 2 · AUSTIN, TX 78735 | Advisory (Plan) | $12,039 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $3,702 |
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 | $34,765 | $56,503-38.5% | $70,092-50.4% | $64,808-46.4% |
| Participation rate | 91.2% | 70.5%+20.7pp | 70.5%+20.7pp | 71.5%+19.7pp |
| Annual return | -11.14% | -13.44%+2.3pp | 190.73%-201.9pp | 32.82%-44.0pp |
| Employer contribution / active EE | $3,384 | $2,046+65.4% | $2,559+32.3% | $2,506+35.1% |
| Participant deferral / active EE | $4,653 | $3,389+37.3% | $3,849+20.9% | $4,310+7.9% |
| Admin fee / account holder | $184 | $160+14.6% | $6,267-97.1% | $188-2.2% |