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 |
|---|---|---|
DA DAVIDSON & CO2 years Service code 27 8 THIRD ST NORTH · GREAT FALLS, MT 59401 | Advisory (Plan) | $46,909 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $2,700 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $950 |
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 | $69,137 | $80,138-13.7% | $130,231-46.9% | $71,457-3.2% |
| Participation rate | 86.5% | 71.0%+15.5pp | 76.3%+10.2pp | 67.9%+18.5pp |
| Annual return | 14.94% | 16.81%-1.9pp | 38.77%-23.8pp | 28.85%-13.9pp |
| Employer contribution / active EE | $1,215 | $2,834-57.1% | $4,126-70.6% | $2,588-53.1% |
| Participant deferral / active EE | $2,341 | $4,641-49.6% | $6,799-65.6% | $4,289-45.4% |
| Admin fee / account holder | $23 | $1,035-97.8% | $6,020-99.6% | $1,587-98.6% |