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 10-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 | $28,453 |
Filed as: CAMBRIDGE INV. RESEARCH ADVISORS Service code 27 · EIN 22-3723068 1776 PLEASANT PLAIN ROAD · FAIRFIELD, IA 52556 | Advisory (Plan) | $26,526 |
ASCENSUS LLC3 years Filed as: FUTUREPLAN BY ASCENSUS Service code 13 101 W. BROADWAY · SAN DIEGO, CA 92101 | Contract Administrator | $4,260 |
Filed as: BLUE RIDGE ESOP ASSOCIATES Service code 13 154 HANSEN RD STE 201 · CHARLOTTESVILLE, VA 22911 | Contract Administrator | $935 |
Filed as: EMPOWER FINANCIAL SERVICES, INC Service code 59 8515 E ORCHARD ROAD · GREENWOOD VILLIAGE, CO 80111 | Shareholder Servicing | $10 |
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 | $48,090 | $82,972-42.0% | $103,374-53.5% | $77,671-38.1% |
| Participation rate | 98.6% | 71.5%+27.1pp | 74.5%+24.1pp | 70.6%+28.0pp |
| Annual return | 13.23% | 19.14%-5.9pp | 24.89%-11.7pp | 31.21%-18.0pp |
| Employer contribution / active EE | $1,329 | $3,554-62.6% | $3,869-65.7% | $2,726-51.3% |
| Participant deferral / active EE | $4,498 | $4,108+9.5% | $5,058-11.1% | $4,648-3.2% |
| Admin fee / account holder | $157 | $639-75.5% | $8,394-98.1% | $430-63.6% |