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 13 · EIN 06-1050034 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Contract Administrator | $165,529 |
BAKER TILLY US, LLP1 year Filed as: BAKER TILLY US LLP Service code 10 PO BOX 7398 · MADISON, WI 537077398 | Accounting | $44,625 |
Filed as: KESTRA ADVISORY SERVICES LLC Service code 16 · EIN 35-2552359 5707 SWST PRKWY BLDG 2 · AUSTIN, TX 78735 | Consulting | $40,000 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $76,323 | $241,101-68.3% | $103,333-26.1% | $199,593-61.8% |
| Participation rate | 68.0% | 78.3%-10.3pp | 74.5%-6.5pp | 72.0%-4.0pp |
| Annual return | 12.05% | 17.80%-5.7pp | 24.88%-12.8pp | 34.25%-22.2pp |
| Employer contribution / active EE | $2,183 | $4,244-48.6% | $3,868-43.6% | $3,034-28.1% |
| Participant deferral / active EE | $6,131 | $3,958+54.9% | $5,057+21.2% | $5,087+20.5% |
| Admin fee / account holder | $77 | $288-73.3% | $8,355-99.1% | $269-71.4% |