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 7-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 OF AMERICA · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $59,117 |
Filed as: ACCELERATE INVESTMENT Service code 27 ADVISORS LLC · ALISO VIEJO, CA 92656 | Advisory (Plan) | $22,481 |
Filed as: GWFS EQUITIES INC Service code 35 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Employee (plan sponsor) | $50 |
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 | $83,137 | $47,126+76.4% | $149,673-44.5% | $74,419+11.7% |
| Participation rate | 83.7% | 63.4%+20.3pp | 78.8%+5.0pp | 70.7%+13.0pp |
| Annual return | 23.11% | 22.75%+0.4pp | 134.42%-111.3pp | 34.38%-11.3pp |
| Employer contribution / active EE | $5,938 | $1,905+211.6% | $4,818+23.2% | $2,637+125.1% |
| Participant deferral / active EE | $6,896 | $2,728+152.8% | $5,680+21.4% | $4,528+52.3% |
| Admin fee / account holder | $121 | $343-64.8% | $13,210-99.1% | $348-65.3% |