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: GALLAGHER BENEFIT SERVICES INC DBA Service code 27 1100 SUPERIOR AVE STE 1700 · CLEVELAND, OH 44114 | Advisory (Plan) | $49,085 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $17,154 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $15,510 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,188 | $56,767+14.8% | $101,794-36.0% | $85,563-23.8% |
| Participation rate | 92.9% | 57.6%+35.4pp | 69.2%+23.8pp | 66.0%+27.0pp |
| Annual return | 15.73% | 17.76%-2.0pp | 30.53%-14.8pp | 31.51%-15.8pp |
| Employer contribution / active EE | $244 | $1,112-78.1% | $2,289-89.3% | $2,654-90.8% |
| Participant deferral / active EE | $5,299 | $2,720+94.8% | $4,084+29.8% | $4,375+21.1% |
| Admin fee / account holder | $244 | $1,098-77.8% | $8,777-97.2% | $834-70.7% |