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 | $40,876 |
BISON WEALTH LLC3 years Service code 27 75 14TH STREET STE 2400 · ATLANTA, GA 30309 | Advisory (Plan) | $19,026 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $2,752 |
Service code 99 1801 CALIFORNIA ST · DENVER, CO 80202 | Other Fees | $1,517 |
Filed as: NORTHWESTERN MUTUAL WEALTH MGMT CO Service code 27 611 E WISCONSIN AVE · MILWAUKEE, WI 53202 | Advisory (Plan) | $743 |
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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,557 | $82,972-72.8% | $103,374-78.2% | $77,671-71.0% |
| Participation rate | 94.3% | 71.5%+22.8pp | 74.5%+19.8pp | 70.6%+23.7pp |
| Annual return | 9.82% | 19.14%-9.3pp | 24.89%-15.1pp | 31.21%-21.4pp |
| Employer contribution / active EE | $1,798 | $3,554-49.4% | $3,869-53.5% | $2,726-34.0% |
| Participant deferral / active EE | $3,390 | $4,108-17.5% | $5,058-33.0% | $4,648-27.1% |
| Admin fee / account holder | $161 | $639-74.8% | $8,394-98.1% | $430-62.6% |