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 4-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 ADVISORY GROUP, LLC Service code 28 · EIN 84-0532243 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $28,281 |
CETERA ADVISOR NETWORKS LLC4+ years Service code 27 · EIN 95-3845382 2301 ROSECRANS AVE., #5100 · EL SEGUNDO, CA 902455670 | Advisory (Plan) | $20,982 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $17,462 |
TRISTAR PENSION LTD4+ years Filed as: TRISTAR PENSION, LTD. Service code 13 · EIN 73-1553813 9150 N MAY AVE STE A · OKLAHOMA CITY, OK 73120 | Contract Administrator | $4,324 |
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 | $30,624 | $79,171-61.3% | $102,423-70.1% | $74,495-58.9% |
| Participation rate | 81.1% | 74.8%+6.3pp | 76.5%+4.6pp | 67.2%+13.9pp |
| Annual return | 31.54% | 54.93%-23.4pp | 29.32%+2.2pp | 1364.94%-1333.4pp |
| Employer contribution / active EE | $1,654 | $2,362-30.0% | $3,023-45.3% | $2,623-37.0% |
| Participant deferral / active EE | $2,803 | $4,415-36.5% | $5,053-44.5% | $4,346-35.5% |
| Admin fee / account holder | $260 | $2,001-87.0% | $9,451-97.2% | $1,942-86.6% |