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 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $112,111 |
Filed as: KESTRA ADVISORY SERVICES LLC Service code 27 5707 SWST PRKWY BLDG 2 · AUSTIN, TX 78735 | Advisory (Plan) | $55,116 |
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 | $79,842 | $89,808-11.1% | $100,391-20.5% | $77,643+2.8% |
| Participation rate | 77.0% | 81.2%-4.2pp | 81.5%-4.5pp | 70.6%+6.4pp |
| Annual return | 18.05% | 20.62%-2.6pp | 49.20%-31.2pp | 31.24%-13.2pp |
| Employer contribution / active EE | $1,053 | $3,039-65.4% | $3,942-73.3% | $2,726-61.4% |
| Participant deferral / active EE | $6,543 | $8,284-21.0% | $8,082-19.0% | $4,647+40.8% |
| Admin fee / account holder | $238 | $174+36.4% | $7,899-97.0% | $430-44.7% |