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 COMPANY Service code 50 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Direct Payment | $18,534 |
FORVIS MAZARS, LLP1 year Filed as: FORVIS MAZARS WEALTH ADVISORS LLC Service code 13 1201 WALNUT ST · KANSAS CITY, MO 64105 | Contract Administrator | $10,028 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 | Investment Management | $6,161 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return 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 | $54,816 | $80,724-32.1% | $103,333-47.0% | $74,495-26.4% |
| Participation rate | 63.6% | 65.7%-2.0pp | 74.5%-10.9pp | 67.2%-3.6pp |
| Annual return | 10.83% | 27.56%-16.7pp | 24.88%-14.1pp | 1364.94%-1354.1pp |
| Employer contribution / active EE | $2,251 | $3,157-28.7% | $3,868-41.8% | $2,623-14.2% |
| Participant deferral / active EE | $4,018 | $3,860+4.1% | $5,057-20.5% | $4,346-7.5% |
| Admin fee / account holder | $228 | $2,368-90.4% | $8,355-97.3% | $1,942-88.2% |