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 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $86,991 |
Service code 27 11101 SWITZER RD STE 200 · OVERLAND PARK, KS 66210 | Advisory (Plan) | $22,541 |
WITHUMSMITH+BROWN, PC1 year Filed as: BROWN, EDWARDS AND COMPANY LLP Service code 10 4951 LAKE BROOK DR · GLEN ALLEN, VA 23060 | Accounting | $16,400 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,215 | $42,353-49.9% | $79,550-73.3% | $64,808-67.3% |
| Participation rate | 92.0% | 64.8%+27.3pp | 69.5%+22.5pp | 71.5%+20.6pp |
| Annual return | -8.08% | -12.24%+4.2pp | 0.16%-8.2pp | 32.82%-40.9pp |
| Employer contribution / active EE | $450 | $1,181-61.9% | $2,413-81.3% | $2,506-82.0% |
| Participant deferral / active EE | $3,494 | $3,170+10.2% | $3,985-12.3% | $4,310-18.9% |
| Admin fee / account holder | $33 | $160-79.2% | $6,832-99.5% | $188-82.3% |