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 15 · EIN 84-0467907 | Recordkeeping | $284,883 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 26 · EIN 84-1532243 | Advisory (Participants) | $147,902 |
ILLUMINATE FINANCIAL2 years Service code 71 3RD FLOOR 160 VARICK STREET · NEW YORK, NY 10013 | Brokerage Fees | $6,809 |
TD AMERITRADE, INC.4 years Service code 33 200 S. 108TH AVENUE · OMAHA, NE 68154 | Shareholder servicing fees; Securitie... | $250 |
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).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $85,668 | $106,087-19.2% | $86,677-1.2% | $78,044+9.8% |
| Participation rate | 82.9% | 89.6%-6.6pp | 76.6%+6.4pp | 74.4%+8.5pp |
| Annual return | -17.64% | -14.87%-2.8pp | 35.91%-53.5pp | 10.87%-28.5pp |
| Employer contribution / active EE | $1,317 | $4,110-68.0% | $2,836-53.6% | $3,125-57.8% |
| Participant deferral / active EE | $9,659 | $6,851+41.0% | $4,656+107.5% | $5,084+90.0% |
| Admin fee / account holder | $64 | $81-20.8% | $7,493-99.1% | $79-18.5% |