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 · EIN 06-1050034 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $1,625,831 |
BAKER TILLY US, LLP2 years Filed as: BAKER TILLY US LLP Service code 10 2599 WILMINGTON RD · NEW CASTLE, PA 16105 | Accounting | $48,300 |
Filed as: KESTRA ADVISORY SERVICES LLC Service code 27 5707 SWST PRKWY BLDG 2 · AUSTIN, TX 78735 | Advisory (Plan) | $44,000 |
HUNTON ANDREWS KURTH LLP2 years Filed as: HUNTON & WILLIAMS LLP Service code 29 PO BOX 405759 · ATLANTA, GA 303845759 | Legal | $8,622 |
Annual investment return 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).
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 | $15,388 | $73,283-79.0% | $155,509-90.1% | $106,382-85.5% |
| Participation rate | 88.8% | 73.3%+15.6pp | 78.2%+10.7pp | 69.9%+19.0pp |
| Annual return | 9.41% | 15.77%-6.4pp | 64.67%-55.3pp | 17.37%-8.0pp |
| Employer contribution / active EE | $580 | $2,247-74.2% | $4,672-87.6% | $3,364-82.8% |
| Participant deferral / active EE | $1,812 | $4,580-60.4% | $5,626-67.8% | $5,569-67.5% |
| Admin fee / account holder | $72 | $56+28.9% | $15,912-99.5% | $79-8.7% |