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 | $49,682 |
Service code 27 24 E COTA ST STE 200 · SANTA BARBARA, CA 93101 | Advisory (Plan) | $25,324 |
WITHUMSMITH+BROWN, PC6 years Filed as: BROWN EDWARDS & COMPANY LLP Service code 10 105 ARBOR DRIVE 3RD FL · CHRISTIANSBURG, VA 24073 | Accounting | $11,550 |
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 | $25,601 | $50,815-49.6% | $155,509-83.5% | $77,643-67.0% |
| Participation rate | 93.0% | 63.1%+29.9pp | 78.2%+14.8pp | 70.6%+22.4pp |
| Annual return | 15.83% | 34.80%-19.0pp | 64.67%-48.8pp | 31.24%-15.4pp |
| Employer contribution / active EE | $1,928 | $1,993-3.3% | $4,672-58.7% | $2,726-29.3% |
| Participant deferral / active EE | $3,505 | $2,822+24.2% | $5,626-37.7% | $4,647-24.6% |
| Admin fee / account holder | $164 | $437-62.4% | $15,912-99.0% | $430-61.8% |