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 ANNUUITY INS. CO. OF AMERIC Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $54,767 |
Filed as: AMERIPRISE FINANCIAL SERVICES LLC Service code 55 70100 AMERIPRISE FINANCIAL CENTER · MINNEAPOLIS, MN 55474 | Other Commissions | $27,357 |
ASCENSUS LLC4 years Filed as: ASCENSUS HOLDINGS INC DBA FUTUREPL Service code 13 101 W. BROADWAY STE 1420 · SAN DIEGO, CA 92101 | Contract Administrator | $15,287 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $12,043 |
ASCENSUS LLC4 years Filed as: ASCENSUS HOLDINGS INC DBA FUTUREPLA Service code 13 | Contract Administrator | $10,000 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 99 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Other Fees | $34 |
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 | $36,675 | $27,827+31.8% | $65,255-43.8% | $71,457-48.7% |
| Participation rate | 82.7% | 57.6%+25.1pp | 65.0%+17.8pp | 67.9%+14.8pp |
| Annual return | 16.19% | 41.58%-25.4pp | 47.35%-31.2pp | 28.85%-12.7pp |
| Employer contribution / active EE | $872 | $1,405-37.9% | $1,691-48.5% | $2,588-66.3% |
| Participant deferral / active EE | $2,906 | $1,861+56.1% | $2,831+2.6% | $4,289-32.3% |
| Admin fee / account holder | $262 | $3,850-93.2% | $4,112-93.6% | $1,587-83.5% |