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 Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $3,621 |
Filed as: NORTHWESTERN MUTUAL WEALTH MGMT CO Service code 27 611 E WISCONSIN AVE · MILWAUKEE, WI 53202 | Advisory (Plan) | $2,628 |
Filed as: BLUE RIDGE ESOP ASSOCIATES Service code 13 154 HANSEN RD STE 102 · CHARLOTTESVILLE, VA 22911 | Contract Administrator | $1,840 |
Filed as: EMPOWER ADVISORY GROUP. LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $126 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $220,500 | $81,460+170.7% | $103,333+113.4% | $80,856+172.7% |
| Participation rate | 98.5% | 66.8%+31.6pp | 74.5%+24.0pp | 67.6%+30.8pp |
| Annual return | 3.86% | 25.55%-21.7pp | 24.88%-21.0pp | 35.59%-31.7pp |
| Employer contribution / active EE | $9,848 | $3,105+217.1% | $3,868+154.6% | $2,755+257.5% |
| Participant deferral / active EE | $5,385 | $3,869+39.2% | $5,057+6.5% | $4,296+25.4% |
| Admin fee / account holder | $250 | $6,566-96.2% | $8,355-97.0% | $6,918-96.4% |