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 INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $91,223 |
Filed as: KESTRA ADVISORY SERVICES LLC Service code 27 5707 SWST PRKWY BLDG 2 · AUSTIN, TX 78735 | Advisory (Plan) | $71,500 |
EIDE BAILLY LLP11+ years Service code 99 PO BOX 88678 · MILWAUKEE, WI 53288 | Other Fees | $19,425 |
ASCENSUS LLC2 years Filed as: FUTUREPLAN BY ASCENSUS - KRAVITZ Service code 10 PO BOX 102062 · PASADENA, CA 911892062 | Accounting | $17,250 |
Filed as: EMPOWER FINANCIAL SERVICES, INC. Service code 33 8515 E ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Other investment fees and expenses; D... | $300 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $97,864 | $57,610+69.9% | $154,803-36.8% | $102,872-4.9% |
| Participation rate | 91.5% | 59.5%+32.0pp | 78.1%+13.4pp | 73.0%+18.5pp |
| Annual return | 12.35% | 30.49%-18.1pp | 58.88%-46.5pp | 19.06%-6.7pp |
| Employer contribution / active EE | $7,681 | $1,883+307.9% | $4,305+78.4% | $3,526+117.8% |
| Participant deferral / active EE | $2,462 | $2,914-15.5% | $5,540-55.6% | $5,535-55.5% |
| Admin fee / account holder | $70 | $368-80.9% | $14,329-99.5% | $292-76.0% |