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 RD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $214,598 |
RBG CAPITAL MARKETS, LLC4 years Service code 27 · EIN 41-1416330 | Advisory (Plan) | $75,634 |
EMPLOYEE BENEFITS GROUP, LLC9+ years Service code 13 · EIN 73-1554797 | Contract Administrator | $40,331 |
Service code 50 · EIN 73-0950060 | Direct Payment | $26,098 |
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 | $40,320 | $88,480-54.4% | $96,683-58.3% | $80,160-49.7% |
| Participation rate | 89.8% | 79.9%+9.9pp | 74.3%+15.5pp | 72.9%+16.9pp |
| Annual return | 14.38% | 22.53%-8.1pp | 35.69%-21.3pp | 40.38%-26.0pp |
| Employer contribution / active EE | $1,969 | $4,176-52.9% | $3,737-47.3% | $2,978-33.9% |
| Participant deferral / active EE | $422 | $3,959-89.3% | $4,878-91.4% | $5,017-91.6% |
| Admin fee / account holder | $178 | $212-16.2% | $6,730-97.4% | $145+22.5% |