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 4-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 O Service code 13 · EIN 06-1050034 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Contract Administrator | $188,051 |
Filed as: RESOURCES INVESTMENT ADVISORS INC Service code 27 · EIN 43-1451524 | Advisory (Plan) | $50,000 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,392 | $44,626-25.2% | $86,188-61.3% | $80,160-58.3% |
| Participation rate | 96.6% | 63.5%+33.1pp | 69.0%+27.6pp | 72.9%+23.7pp |
| Annual return | 17.35% | 19.61%-2.3pp | 1168.45%-1151.1pp | 40.38%-23.0pp |
| Employer contribution / active EE | $2,138 | $1,099+94.5% | $2,380-10.2% | $2,978-28.2% |
| Participant deferral / active EE | $4,976 | $2,769+79.7% | $3,985+24.9% | $5,017-0.8% |
| Admin fee / account holder | $124 | $133-7.0% | $6,852-98.2% | $145-14.5% |