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 8-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 COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $18,530 |
ERISA SERVICES, INC.5 years Service code 13 · EIN 62-1200951 | Contract Administrator | $3,398 |
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 | $8,864 | $72,254-87.7% | $86,677-89.8% | $64,808-86.3% |
| Participation rate | 88.2% | 80.4%+7.8pp | 76.6%+11.7pp | 71.5%+16.8pp |
| Annual return | -16.50% | 392.42%-408.9pp | 35.91%-52.4pp | 32.82%-49.3pp |
| Employer contribution / active EE | $1,161 | $2,393-51.5% | $2,836-59.1% | $2,506-53.7% |
| Participant deferral / active EE | $2,631 | $4,658-43.5% | $4,656-43.5% | $4,310-39.0% |
| Admin fee / account holder | $125 | $174-28.2% | $7,493-98.3% | $188-33.6% |