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 6-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 INS CO OF AMERICA Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $25,156 |
CETERA ADVISOR NETWORKS LLC4+ years Service code 55 2301 ROSECRANS AVE #5100 · EL SEGUNDO, CA 902455670 | Other Commissions | $5,688 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 815 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $3,368 |
Service code 64 · EIN 39-6040276 | Recordkeeping Fees | $1,710 |
Filed as: LEAFHOURSE FINANCIAL ADVISORS, LLC Service code 99 6504 BRIDGE POINT PKWY STE 450 · AUSTIN, TX 787305097 | Other Fees | $1,045 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $12,227 | $42,353-71.1% | $79,550-84.6% | $64,808-81.1% |
| Participation rate | 74.5% | 64.8%+9.7pp | 69.5%+5.0pp | 71.5%+3.0pp |
| Annual return | -8.44% | -12.24%+3.8pp | 0.16%-8.6pp | 32.82%-41.3pp |
| Employer contribution / active EE | $352 | $1,181-70.2% | $2,413-85.4% | $2,506-86.0% |
| Participant deferral / active EE | $2,758 | $3,170-13.0% | $3,985-30.8% | $4,310-36.0% |
| Admin fee / account holder | $113 | $160-29.1% | $6,832-98.3% | $188-39.7% |