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 |
|---|---|---|
BARDEN ENTERPRISES, LLC1 year Service code 99 · EIN 58-1347102 | Other Fees | $20,658 |
MY BENEFITS, LLC1 year Service code 13 P.O. BOX 745680 · ATLANTA, GA 303745680 | Contract Administrator | $17,324 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $5,910 |
ASCENSUS LLC1 year Filed as: ASCENSUS INC. Service code 99 | Other Fees | $1,620 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,200 |
MORNINGSTAR1 year Service code 27 · EIN 36-3297908 | Advisory (Plan) | $355 |
ASCENSUS LLC1 year Filed as: ASCENSUS, INC. Service code 99 1102 CHESTNUT HILLS PARKWAY · FORT WAYNE, IN 46814 | Other Fees | $0 |
Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $0 |
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 | $42,844 | $101,317-57.7% | $146,958-70.8% | $74,495-42.5% |
| Participation rate | 90.7% | 75.5%+15.1pp | 82.2%+8.5pp | 67.2%+23.5pp |
| Annual return | 13.54% | 8730.91%-8717.4pp | 418.34%-404.8pp | 1364.94%-1351.4pp |
| Employer contribution / active EE | $2,092 | $3,810-45.1% | $4,933-57.6% | $2,623-20.3% |
| Participant deferral / active EE | $3,704 | $7,303-49.3% | $8,070-54.1% | $4,346-14.8% |
| Admin fee / account holder | $165 | $1,739-90.5% | $12,998-98.7% | $1,942-91.5% |