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 3-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 | $65,270 |
HIGHTOWER ADVISORS LLC1+ years Service code 27 200 W MADISON ST STE 2500 · CHICAGO, IL 60606 | Advisory (Plan) | $6,319 |
Filed as: GWFS EQUITIES INC Service code 33 8515 E ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Securities brokerage; Other investmen... | $95 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,606 | $26,906-34.6% | $61,373-71.3% | $77,904-77.4% |
| Participation rate | 39.5% | 33.4%+6.1pp | 52.6%-13.0pp | 73.7%-34.1pp |
| Annual return | -15.00% | -14.46%-0.5pp | 338.61%-353.6pp | 12.21%-27.2pp |
| Employer contribution / active EE | $884 | $521+69.6% | $1,159-23.8% | $2,848-69.0% |
| Participant deferral / active EE | $1,582 | $1,180+34.0% | $2,125-25.6% | $4,806-67.1% |
| Admin fee / account holder | $58 | $117-50.5% | $2,130-97.3% | $133-56.3% |