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 INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $28,505 |
MMA SECURITIES LLC1 year Service code 27 PO BOX 9497 · NEW YORK, NY 10087 | Advisory (Plan) | $8,803 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $314 |
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 | $29,323 | $50,982-42.5% | $154,803-81.1% | $85,563-65.7% |
| Participation rate | 76.7% | 59.8%+16.9pp | 78.1%-1.4pp | 66.0%+10.7pp |
| Annual return | 30.04% | 30.35%-0.3pp | 58.88%-28.8pp | 31.51%-1.5pp |
| Employer contribution / active EE | $1,676 | $1,708-1.9% | $4,305-61.1% | $2,654-36.8% |
| Participant deferral / active EE | $3,259 | $2,474+31.7% | $5,540-41.2% | $4,375-25.5% |
| Admin fee / account holder | $98 | $846-88.5% | $14,329-99.3% | $834-88.3% |