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 | $75,067 |
Service code 27 PO BOX 735399 · DALLAS, TX 753735399 | Advisory (Plan) | $63,194 |
Service code 13 PO BOX 13928 · SAN JUAN, PR 009083928 | Contract Administrator | $10,000 |
Annual investment return 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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,372 | $66,457-57.3% | $81,382-65.1% | $77,643-63.5% |
| Participation rate | 74.8% | 68.7%+6.0pp | 69.5%+5.3pp | 70.6%+4.2pp |
| Annual return | 11.59% | 15.93%-4.3pp | 24.73%-13.1pp | 31.24%-19.6pp |
| Employer contribution / active EE | $833 | $2,159-61.4% | $2,463-66.2% | $2,726-69.4% |
| Participant deferral / active EE | $1,729 | $3,679-53.0% | $3,883-55.5% | $4,647-62.8% |
| Admin fee / account holder | $135 | $583-76.9% | $5,768-97.7% | $430-68.7% |