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 9-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 | $126,972 |
Service code 27 120 VANTIS STE 400 · ALISO VIEJO, CA 926562689 | Advisory (Plan) | $69,979 |
BDO USA, LLP1 year Service code 10 5300 PATTERSON AVE SE · GRAND RAPIDS, MI 49512 | Accounting | $37,250 |
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 | $77,871 | $130,224-40.2% | $197,124-60.5% | $79,634-2.2% |
| Participation rate | 96.5% | 87.8%+8.7pp | 86.7%+9.8pp | 62.5%+34.0pp |
| Annual return | 17.48% | 23.65%-6.2pp | 44.34%-26.9pp | 36.46%-19.0pp |
| Employer contribution / active EE | $2,762 | $4,314-36.0% | $6,227-55.6% | $2,529+9.2% |
| Participant deferral / active EE | $9,134 | $7,378+23.8% | $9,1350% | $3,835+138.2% |
| Admin fee / account holder | $111 | $254-56.2% | $16,298-99.3% | $1,002-88.9% |