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 5-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 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $235,494 |
Filed as: RAYMOND JAMES Service code 27 880 CARILLON PARKWAY · ST PETERSBURG, FL 33716 | Advisory (Plan) | $208,651 |
ASCENSUS LLC4 years Filed as: ASCENSUS HOLDINGS Service code 13 101 W BROADWAY SUITE 1420 · SAN DIEGO, CA 92101 | Contract Administrator | $68,589 |
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 | $26,457 | $53,136-50.2% | $155,509-83.0% | $199,593-86.7% |
| Participation rate | 93.1% | 64.1%+29.1pp | 78.2%+15.0pp | 72.0%+21.2pp |
| Annual return | 17.53% | 41.15%-23.6pp | 64.67%-47.1pp | 34.25%-16.7pp |
| Employer contribution / active EE | $2,130 | $1,851+15.1% | $4,672-54.4% | $3,034-29.8% |
| Participant deferral / active EE | $3,771 | $3,161+19.3% | $5,626-33.0% | $5,087-25.9% |
| Admin fee / account holder | $189 | $185+1.8% | $15,912-98.8% | $269-29.8% |