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 INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $325,103 |
Filed as: KESTRA ADVISORY SERVICES LLC Service code 27 5707 SWST PRKWY BLDG 2 · AUSTIN, TX 78735 | Advisory (Plan) | $67,039 |
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 | $57,268 | $113,293-49.5% | $67,502-15.2% | $199,593-71.3% |
| Participation rate | 98.6% | 73.3%+25.3pp | 72.9%+25.8pp | 72.0%+26.7pp |
| Annual return | 18.44% | 15.88%+2.6pp | 3512.12%-3493.7pp | 34.25%-15.8pp |
| Employer contribution / active EE | $4,859 | $3,401+42.9% | $2,731+77.9% | $3,034+60.2% |
| Participant deferral / active EE | $4,971 | $4,159+19.5% | $4,000+24.3% | $5,087-2.3% |
| Admin fee / account holder | $215 | $103+109.3% | $3,998-94.6% | $269-20.2% |