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 64 · EIN 84-0467907 | Recordkeeping Fees | $155,506 |
RPA FINANCIAL LLC4 years Filed as: RPA FINANCIAL, INC. Service code 27 · EIN 83-1143379 | Advisory (Plan) | $74,141 |
WITHUMSMITH+BROWN, PC1 year Filed as: BROWN EDWARDS & COMPANY LLP Service code 10 · EIN 54-0504608 | Accounting | $14,415 |
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 | $55,718 | $86,897-35.9% | $151,611-63.2% | $64,808-14.0% |
| Participation rate | 100.0% | 87.3%+12.7pp | 87.5%+12.5pp | 71.5%+28.5pp |
| Annual return | -2.89% | -3.57%+0.7pp | 3.33%-6.2pp | 32.82%-35.7pp |
| Employer contribution / active EE | $2,798 | $4,010-30.2% | $6,166-54.6% | $2,506+11.7% |
| Participant deferral / active EE | $5,574 | $6,690-16.7% | $8,363-33.4% | $4,310+29.3% |
| Admin fee / account holder | $280 | $153+83.0% | $11,616-97.6% | $188+49.1% |