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 9-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 |
|---|---|---|
THE RETIREMENT ADVANTAGE INC2 years Service code 13 · EIN 39-1816008 | Contract Administrator | $25,000 |
STRATEGIES WEALTH ADVISORS2 years Filed as: STRATEGIES WEALTH ADVISORS LLC Service code 27 · EIN 46-1428191 | Advisory (Plan) | $6,678 |
Filed as: EMPOWER ANNUITY INSURANCE CO OF AME Service code 64 85A5 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $1,530 |
Filed as: EMPOWER ADVISORY GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $15 |
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 | $35,403 | $65,435-45.9% | $86,677-59.2% | $66,914-47.1% |
| Participation rate | 85.6% | 75.5%+10.1pp | 76.6%+9.0pp | 69.8%+15.8pp |
| Annual return | -15.07% | -10.89%-4.2pp | 35.91%-51.0pp | 1.58%-16.7pp |
| Employer contribution / active EE | $1,009 | $2,153-53.1% | $2,836-64.4% | $2,544-60.3% |
| Participant deferral / active EE | $3,092 | $4,100-24.6% | $4,656-33.6% | $4,237-27.0% |
| Admin fee / account holder | $258 | $642-59.8% | $7,493-96.6% | $593-56.6% |