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 INS CO OF AMERICA Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $11,675 |
Filed as: PRIME CAPITAL INVESTMENT ADVRS LLC Service code 27 6201 COLLEGE BLVD 7TH FL · OVERLAND PARK, KS 66211 | Advisory (Plan) | $9,506 |
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 | $40,538 | $60,323-32.8% | $81,812-50.4% | $74,495-45.6% |
| Participation rate | 85.5% | 62.9%+22.6pp | 72.3%+13.1pp | 67.2%+18.3pp |
| Annual return | 8.29% | 16.90%-8.6pp | 773.79%-765.5pp | 1364.94%-1356.7pp |
| Employer contribution / active EE | $1,157 | $2,620-55.8% | $2,912-60.3% | $2,623-55.9% |
| Participant deferral / active EE | $2,049 | $3,387-39.5% | $4,319-52.5% | $4,346-52.8% |
| Admin fee / account holder | $214 | $1,486-85.6% | $7,386-97.1% | $1,942-89.0% |