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 INS CO OF AMERICA Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $54,732 |
THE RETIREMENT ADVANTAGE INC6 years Service code 13 101 E GRAND AVENUE STE 16 · PORT WASHINGTON, WI 53074 | Contract Administrator | $28,386 |
Service code 27 6201 COLLEGE BLVD 7TH FL · OVERLAND PARK, KS 66211 | Advisory (Plan) | $13,482 |
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 | $42,669 | $92,971-54.1% | $96,683-55.9% | $74,419-42.7% |
| Participation rate | 88.0% | 71.5%+16.5pp | 74.3%+13.7pp | 70.7%+17.3pp |
| Annual return | 18.79% | 37.49%-18.7pp | 35.69%-16.9pp | 34.38%-15.6pp |
| Employer contribution / active EE | $3,394 | $3,426-0.9% | $3,737-9.2% | $2,637+28.7% |
| Participant deferral / active EE | $6,925 | $3,970+74.4% | $4,878+42.0% | $4,528+52.9% |
| Admin fee / account holder | $153 | $633-75.9% | $6,730-97.7% | $348-56.1% |