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 | $64,385 |
Service code 27 24 E COTA ST STE 200 · SANTA BARBARA, CA 93101 | Advisory (Plan) | $31,389 |
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 | $29,040 | $50,982-43.0% | $154,803-81.2% | $85,563-66.1% |
| Participation rate | 94.2% | 59.8%+34.4pp | 78.1%+16.1pp | 66.0%+28.2pp |
| Annual return | 20.72% | 30.35%-9.6pp | 58.88%-38.2pp | 31.51%-10.8pp |
| Employer contribution / active EE | $1,933 | $1,708+13.2% | $4,305-55.1% | $2,654-27.1% |
| Participant deferral / active EE | $3,595 | $2,474+45.3% | $5,540-35.1% | $4,375-17.8% |
| Admin fee / account holder | $161 | $846-80.9% | $14,329-98.9% | $834-80.7% |