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 3-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 O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $20,486 |
PENSIONMARK FINANCIAL GROUP LLC1+ years Service code 27 24 E COTA ST STE 200 · SANTA BARBARA, CA 93101 | Advisory (Plan) | $19,518 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,916 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $40,293 | $130,655-69.2% | $93,789-57.0% | $64,808-37.8% |
| Participation rate | 97.9% | 84.9%+13.0pp | 81.0%+17.0pp | 71.5%+26.4pp |
| Annual return | 0.00% | -14.04%+14.0pp | -11.33%+11.3pp | 32.82%-32.8pp |
| Employer contribution / active EE | $5,902 | $5,594+5.5% | $4,323+36.6% | $2,506+135.5% |
| Participant deferral / active EE | $3,490 | $8,067-56.7% | $6,094-42.7% | $4,310-19.0% |
| Admin fee / account holder | $78 | $140-44.1% | $7,195-98.9% | $188-58.3% |