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 |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE CO Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $70,285 |
Filed as: AMERIPRISE FINANCIAL SERVICES LLC Service code 55 | Other Commissions | $34,901 |
ERISA SERVICES, INC.3 years Filed as: ERISA SERVICES INC Service code 13 · EIN 62-1200951 | Contract Administrator | $9,568 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $5,211 |
Filed as: AMERIPRISE FINANCIAL SERVICES Service code 55 70100 AMERIPRISE FINANCIAL CENTER · MINNEAPOLIS, MN 55474 | Other Commissions | $0 |
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 | $23,204 | $55,472-58.2% | $155,567-85.1% | $74,546-68.9% |
| Participation rate | 87.8% | 61.9%+25.9pp | 78.2%+9.6pp | 67.2%+20.6pp |
| Annual return | 18.41% | 268.72%-250.3pp | 64.74%-46.3pp | 1366.03%-1347.6pp |
| Employer contribution / active EE | $0 | $2,269-100.0% | $4,674-100.0% | $2,624-100.0% |
| Participant deferral / active EE | $15,149 | $2,838+433.8% | $5,628+169.2% | $4,347+248.5% |
| Admin fee / account holder | $227 | $1,743-87.0% | $15,916-98.6% | $1,944-88.3% |