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 | $131,799-40.9% | $200,582-61.2% | $85,563-9.0% |
| Participation rate | 96.5% | 87.9%+8.6pp | 86.9%+9.6pp | 66.0%+30.5pp |
| Annual return | 17.48% | 21.59%-4.1pp | 42.33%-24.9pp | 31.51%-14.0pp |
| Employer contribution / active EE | $2,762 | $4,532-39.0% | $6,419-57.0% | $2,654+4.1% |
| Participant deferral / active EE | $9,134 | $7,702+18.6% | $9,331-2.1% | $4,375+108.8% |
| Admin fee / account holder | $111 | $235-52.6% | $16,305-99.3% | $834-86.7% |