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 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $76,789 |
LBMC, PC1 year Filed as: LBMC PC Service code 10 5250 VIRGINIA WAY · BRENTWOOD, TN 370241869 | Accounting | $19,018 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $12,330 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $28,281 | $79,171-64.3% | $102,423-72.4% | $74,495-62.0% |
| Participation rate | 100.0% | 74.8%+25.2pp | 76.5%+23.5pp | 67.2%+32.8pp |
| Annual return | 12.28% | 54.93%-42.7pp | 29.32%-17.0pp | 1364.94%-1352.7pp |
| Employer contribution / active EE | $5,283 | $2,362+123.6% | $3,023+74.7% | $2,623+101.4% |
| Participant deferral / active EE | $6,069 | $4,415+37.4% | $5,053+20.1% | $4,346+39.6% |
| Admin fee / account holder | $249 | $2,001-87.5% | $9,451-97.4% | $1,942-87.2% |