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 | $40,566 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $25,257 |
AFS ADVISORS, LLC3 years Service code 27 1325 SATELLITE BLVD BLDG 1300 STE 1 · SUWANEE, GA 30024 | Advisory (Plan) | $9,400 |
NFP RETIREMENT INC1 year Service code 27 120 VANTIS STE 400 · ALISO VIEJO, CA 926562689 | Advisory (Plan) | $9,373 |
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 | $48,147 | $106,236-54.7% | $112,228-57.1% | $64,808-25.7% |
| Participation rate | 72.1% | 71.7%+0.4pp | 75.1%-3.0pp | 71.5%+0.6pp |
| Annual return | -16.99% | -6.02%-11.0pp | 27.45%-44.4pp | 32.82%-49.8pp |
| Employer contribution / active EE | $3,876 | $3,166+22.4% | $3,635+6.6% | $2,506+54.7% |
| Participant deferral / active EE | $6,907 | $3,785+82.5% | $4,728+46.1% | $4,310+60.3% |
| Admin fee / account holder | $266 | $452-41.1% | $6,410-95.8% | $188+41.7% |