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 |
|---|---|---|
Service code 13 8523 SOUTH REDWOOD ROAD · WEST JORDAN, UT 84088 | Contract Administrator | $23,553 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $22,165 |
Filed as: RAYMOND JAMES Service code 27 880 CARILLON PARKWAY · ST PETERSBURG, FL 33716 | Advisory (Plan) | $18,510 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,572 |
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 | $16,603 | $106,236-84.4% | $112,228-85.2% | $64,808-74.4% |
| Participation rate | 92.9% | 71.7%+21.3pp | 75.1%+17.9pp | 71.5%+21.5pp |
| Annual return | -16.07% | -6.02%-10.1pp | 27.45%-43.5pp | 32.82%-48.9pp |
| Employer contribution / active EE | $1,751 | $3,166-44.7% | $3,635-51.8% | $2,506-30.1% |
| Participant deferral / active EE | $3,838 | $3,785+1.4% | $4,728-18.8% | $4,310-11.0% |
| Admin fee / account holder | $117 | $452-74.2% | $6,410-98.2% | $188-37.9% |