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 Service code 13 · EIN 06-1050034 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Contract Administrator | $86,962 |
Filed as: GLOBAL RETIREMENT PARNTERS LLC Service code 27 · EIN 47-1411118 | Advisory (Plan) | $35,049 |
Filed as: NATIONAL FINANCIAL SERVICES, LLC Service code 15 · EIN 04-3523567 | Recordkeeping | $0 |
Filed as: PRUDENTIAL INVESTMENT MANAGEMENT SE Service code 63 · EIN 13-4122960 | 12b-1 Fees | $0 |
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 | $97,840 | $40,385+142.3% | $80,569+21.4% | $74,419+31.5% |
| Participation rate | 91.7% | 47.4%+44.2pp | 67.0%+24.7pp | 70.7%+20.9pp |
| Annual return | 16.90% | 164.85%-147.9pp | 935.43%-918.5pp | 34.38%-17.5pp |
| Employer contribution / active EE | $10,950 | $1,496+631.8% | $2,723+302.0% | $2,637+315.2% |
| Participant deferral / active EE | $13,720 | $2,674+413.0% | $4,447+208.5% | $4,528+203.0% |
| Admin fee / account holder | $212 | $720-70.5% | $5,377-96.1% | $348-39.0% |