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 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $156,913 |
RPA FINANCIAL LLC1 year Service code 27 · EIN 83-1143379 4340 REDWOOD HWY STE B60 · SAN RAFAEL, CA 94903 | Advisory (Plan) | $81,857 |
WITHUMSMITH+BROWN, PC2 years Filed as: BROWN EDWARDS & COMPANY LLP Service code 10 · EIN 54-0504608 105 ARBOR DRIVE 3RD FL · CHRISTIANSBURG, VA 24073 | Accounting | $15,600 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 · EIN 84-1532243 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $11,045 |
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 | $65,755 | $100,227-34.4% | $169,993-61.3% | $74,419-11.6% |
| Participation rate | 97.5% | 87.3%+10.2pp | 87.0%+10.5pp | 70.7%+26.8pp |
| Annual return | 18.91% | 66.08%-47.2pp | 53.37%-34.5pp | 34.38%-15.5pp |
| Employer contribution / active EE | $2,784 | $4,263-34.7% | $6,785-59.0% | $2,637+5.6% |
| Participant deferral / active EE | $6,067 | $7,143-15.1% | $10,408-41.7% | $4,528+34.0% |
| Admin fee / account holder | $185 | $234-20.9% | $12,815-98.6% | $348-46.7% |