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 9-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 | $793,135 |
CURCIO WEBB8+ years Filed as: CURCIO WEBB, LLC Service code 27 610 16TH ST STE 205 · OAKLAND, CA 946121283 | Advisory (Plan) | $36,000 |
BENNETT THRASHER LLP6 years Service code 10 3300 RIVERWOOD PKWY STE 700 · ATLANTA, GA 30339 | Accounting | $18,900 |
Employer contribution per participant 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).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $9,210 | $103,482-91.1% | $94,646-90.3% | $103,482-91.1% |
| Participation rate | 87.5% | 73.3%+14.2pp | 80.8%+6.6pp | 73.3%+14.2pp |
| Annual return | 19.16% | 33.11%-14.0pp | 156.71%-137.5pp | 33.11%-14.0pp |
| Employer contribution / active EE | $0 | $3,208-100.0% | $3,672-100.0% | $3,208-100.0% |
| Participant deferral / active EE | $2,344 | $5,207-55.0% | $7,418-68.4% | $5,207-55.0% |
| Admin fee / account holder | $78 | $114-31.6% | $7,231-98.9% | $114-31.6% |