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 64 815 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $74,976 |
CLIFTONLARSONALLEN LLP3 years Filed as: CRI TPA SERVICES, LLC Service code 13 PO BOX 14062 · TALLAHASSEE, FL 32317 | Contract Administrator | $10,393 |
Filed as: EMPOWER ADVISORY GROUP LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $8,408 |
Service code 27 1801 CALIFORNIA STREET · DENVER, CO 80202 | Advisory (Plan) | $7,293 |
MADISON INVESTMENT ADVISORS5 years Filed as: MADISON AVENUE SECURITIES Service code 55 15050 AVE OF SCIENCE · SAN DIEGO, CA 921283441 | Other Commissions | $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 | $38,148 | $101,317-62.3% | $146,958-74.0% | $74,495-48.8% |
| Participation rate | 98.5% | 75.5%+22.9pp | 82.2%+16.3pp | 67.2%+31.3pp |
| Annual return | 14.67% | 8730.91%-8716.2pp | 418.34%-403.7pp | 1364.94%-1350.3pp |
| Employer contribution / active EE | $3,394 | $3,810-10.9% | $4,933-31.2% | $2,623+29.4% |
| Participant deferral / active EE | $3,957 | $7,303-45.8% | $8,070-51.0% | $4,346-8.9% |
| Admin fee / account holder | $265 | $1,739-84.7% | $12,998-98.0% | $1,942-86.3% |