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 ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,638 |
Service code 64 · EIN 13-2624428 | Recordkeeping Fees | $1,320 |
Filed as: CHARLES SCHWAB & CO., INC Service code 33 · EIN 94-1737782 | Shareholder servicing fees; Securitie... | $7 |
CHARLES SCHWAB & CO., INC.3 years Service code 59 | Shareholder Servicing | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $173,538 | $65,561+164.7% | $91,541+89.6% | $74,304+133.6% |
| Participation rate | 100.0% | 56.6%+43.4pp | 69.8%+30.2pp | 60.3%+39.7pp |
| Annual return | 16.75% | 17.68%-0.9pp | 20.50%-3.8pp | 29.43%-12.7pp |
| Employer contribution / active EE | $0 | $1,717-100.0% | $2,505-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $10,970 | $2,918+275.9% | $4,008+173.7% | $3,767+191.2% |
| Admin fee / account holder | $20 | $3,333-99.4% | $6,956-99.7% | $2,969-99.3% |