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 | $49,745 |
Filed as: NORTHWESTERN MUTUAL WEALTH MGMT CO Service code 27 611 E WISCONSIN AVE · MILWAUKEE, WI 53202 | Advisory (Plan) | $30,542 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $4,404 |
Service code 99 1801 CALIFORNIA ST 23RD FL · DENVER, CO 80202 | Other Fees | $674 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $27,110 | $95,880-71.7% | $107,525-74.8% | $85,563-68.3% |
| Participation rate | 94.6% | 70.1%+24.4pp | 75.1%+19.5pp | 66.0%+28.6pp |
| Annual return | 20.61% | 68.06%-47.5pp | 181.32%-160.7pp | 31.51%-10.9pp |
| Employer contribution / active EE | $2,013 | $3,812-47.2% | $3,754-46.4% | $2,654-24.1% |
| Participant deferral / active EE | $3,762 | $4,201-10.4% | $5,116-26.5% | $4,375-14.0% |
| Admin fee / account holder | $184 | $1,025-82.1% | $8,919-97.9% | $834-77.9% |