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 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $117,462 |
ERISA SERVICES, INC.6 years Service code 13 · EIN 62-1200951 | Contract Administrator | $76,229 |
Filed as: RAYMOND JAMES Service code 27 880 CARRILLON PARKWAY · ST PETERSBURG, FL 33716 | Advisory (Plan) | $49,647 |
ERISA SERVICES, INC.1 year Filed as: ERISA SERVICES INC Service code 13 | Contract Administrator | $4,997 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $10,412 | $99,078-89.5% | $96,544-89.2% | $74,419-86.0% |
| Participation rate | 97.4% | 80.7%+16.8pp | 76.0%+21.5pp | 70.7%+26.7pp |
| Annual return | 14.53% | 22.48%-8.0pp | 25.84%-11.3pp | 34.38%-19.8pp |
| Employer contribution / active EE | $1,272 | $2,570-50.5% | $2,965-57.1% | $2,637-51.8% |
| Participant deferral / active EE | $2,921 | $4,933-40.8% | $4,851-39.8% | $4,528-35.5% |
| Admin fee / account holder | $166 | $225-26.0% | $8,252-98.0% | $348-52.2% |