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 6-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 F Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $11,114 |
VANTAGE FINANCIAL GROUP4 years Filed as: VANTAGE FINANCIAL GROUP, INC. Service code 27 6200 ROCKSIDE RD, #100 · CLEVELAND, OH 44131 | Advisory (Plan) | $9,190 |
ASCENSUS LLC4 years Filed as: ASCENSUS HOLDINGS INC DBA FUTUREPLA Service code 13 101 W BROADWAY STE 1420 · SAN DIEGO, CA 92101 | Contract Administrator | $1,808 |
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 | $13,809 | $55,415-75.1% | $155,509-91.1% | $74,495-81.5% |
| Participation rate | 91.2% | 61.9%+29.2pp | 78.2%+13.0pp | 67.2%+24.0pp |
| Annual return | 12.30% | 268.50%-256.2pp | 64.67%-52.4pp | 1364.94%-1352.6pp |
| Employer contribution / active EE | $0 | $2,267-100.0% | $4,672-100.0% | $2,623-100.0% |
| Participant deferral / active EE | $3,169 | $2,836+11.7% | $5,626-43.7% | $4,346-27.1% |
| Admin fee / account holder | $196 | $1,738-88.7% | $15,912-98.8% | $1,942-89.9% |