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 |
|---|---|---|
PENSION ASSURANCE LLP2 years Filed as: KB PENSION SERVICES INC Service code 13 · EIN 65-0721164 | Contract Administrator | $5,260 |
Filed as: EMPOWER ANNUITY INS. CO. OF AMERICA Service code 64 · EIN 84-0467907 | Recordkeeping Fees | $900 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 · EIN 84-0467907 | Investment Management | $674 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $36,263 | $82,978-56.3% | $129,995-72.1% | $71,457-49.3% |
| Participation rate | 100.0% | 74.1%+25.9pp | 78.5%+21.5pp | 67.9%+32.1pp |
| Annual return | 12.79% | 20.60%-7.8pp | -137.18%+150.0pp | 28.85%-16.1pp |
| Employer contribution / active EE | $2,407 | $2,622-8.2% | $4,320-44.3% | $2,588-7.0% |
| Participant deferral / active EE | $1,758 | $4,432-60.3% | $5,820-69.8% | $4,289-59.0% |
| Admin fee / account holder | $22 | $1,729-98.7% | $10,614-99.8% | $1,587-98.6% |