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 Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $21,387 |
Filed as: B RILEY WEATH MANAGEMENT INC Service code 99 40 S MAIN ST STE 1500 · MEMPHIS, TN 38103 | Other Fees | $17,220 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $10,200 |
NPPG1 year Filed as: NPPG RECORD KEEPING SOLUTIONS Service code 13 494 SYCAMORE AVE · SHREWBURY, NJ 07702 | Contract Administrator | $5,000 |
ORIENTAL BANK6 years Filed as: ORIENTAL BANK & TRUST Service code 13 PO BOX 191429 · SAN JUAN, PR 009191429 | Contract Administrator | $5,000 |
Participant contribution per participant 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 | $62,005 | $122,239-49.3% | $184,203-66.3% | $74,495-16.8% |
| Participation rate | 81.1% | 85.5%-4.4pp | 86.8%-5.8pp | 67.2%+13.9pp |
| Annual return | 13.36% | 19.95%-6.6pp | 28.81%-15.5pp | 1364.94%-1351.6pp |
| Employer contribution / active EE | $2,027 | $4,537-55.3% | $6,427-68.5% | $2,623-22.7% |
| Participant deferral / active EE | $2,098 | $7,139-70.6% | $9,131-77.0% | $4,346-51.7% |
| Admin fee / account holder | $217 | $1,260-82.8% | $13,901-98.4% | $1,942-88.8% |