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 O Service code 15 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $238,179 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 26 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Advisory (Participants) | $82,509 |
MOSS ADAMS LLP10+ years Service code 10 PO BOX 101822 · PASADENA, CA 911891822 | Accounting | $31,250 |
NFP RETIREMENT INC2 years Service code 99 120 VANTIS STE 400 · ALISO VIEJO, CA 926562689 | Other Fees | $27,500 |
Service code 16 3071 PEARL ROAD · MEDINA, OH 44256 | Consulting | $900 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $136,090 | $122,186+11.4% | $146,958-7.4% | $199,593-31.8% |
| Participation rate | 94.1% | 78.3%+15.9pp | 82.2%+12.0pp | 72.0%+22.2pp |
| Annual return | 13.59% | 30.56%-17.0pp | 418.34%-404.7pp | 34.25%-20.7pp |
| Employer contribution / active EE | $6,647 | $4,093+62.4% | $4,933+34.7% | $3,034+119.1% |
| Participant deferral / active EE | $11,595 | $8,502+36.4% | $8,070+43.7% | $5,087+127.9% |
| Admin fee / account holder | $132 | $179-26.3% | $12,998-99.0% | $269-51.0% |