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 & CO3 years Service code 27 8 THIRD ST NORTH · GREAT FALLS, MT 59401 | Advisory (Plan) | $49,118 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $2,553 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
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 | $67,050 | $89,248-24.9% | $136,007-50.7% | $74,495-10.0% |
| Participation rate | 90.0% | 69.4%+20.6pp | 76.5%+13.5pp | 67.2%+22.8pp |
| Annual return | 14.52% | 22.76%-8.2pp | 579.32%-564.8pp | 1364.94%-1350.4pp |
| Employer contribution / active EE | $2,160 | $2,838-23.9% | $4,217-48.8% | $2,623-17.7% |
| Participant deferral / active EE | $2,849 | $4,598-38.0% | $7,025-59.4% | $4,346-34.4% |
| Admin fee / account holder | $23 | $1,545-98.5% | $6,858-99.7% | $1,942-98.8% |