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 |
|---|---|---|
ALEGRIA ASSET MANAGEMENT1 year Service code 13 1440 N 16TH AVE · YAKIMA, WA 98902 | Contract Administrator | $25,650 |
Filed as: EMPOWER ANNUITY INSURANCE CO OF AME Service code 64 8515 EAST ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $11,869 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,029 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $42,104 | $72,994-42.3% | $120,368-65.0% | $77,671-45.8% |
| Participation rate | 31.0% | 55.2%-24.2pp | 71.9%-40.9pp | 70.6%-39.6pp |
| Annual return | 14.52% | 18.23%-3.7pp | 107.26%-92.7pp | 31.21%-16.7pp |
| Employer contribution / active EE | $660 | $1,793-63.2% | $3,465-80.9% | $2,726-75.8% |
| Participant deferral / active EE | $1,120 | $3,011-62.8% | $4,991-77.6% | $4,648-75.9% |
| Admin fee / account holder | $184 | $658-72.1% | $9,429-98.1% | $430-57.4% |