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 Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $33,676 |
THE ASCENT GROUP, LLC3 years Filed as: THE ASCENT GROUP LLC Service code 27 192 BALLARD CT · VIRGINIA BEACH, VA 23462 | Advisory (Plan) | $21,130 |
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).
Form 5500 reported that benefits due were not provided when due.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $6,254 | $26,114-76.0% | $58,482-89.3% | $74,419-91.6% |
| Participation rate | 88.0% | 32.1%+55.9pp | 50.9%+37.2pp | 70.7%+17.3pp |
| Annual return | 14.82% | 32.51%-17.7pp | 4239.32%-4224.5pp | 34.38%-19.6pp |
| Employer contribution / active EE | $305 | $536-43.0% | $1,053-71.0% | $2,637-88.4% |
| Participant deferral / active EE | $1,313 | $1,075+22.2% | $1,924-31.8% | $4,528-71.0% |
| Admin fee / account holder | $71 | $649-89.1% | $2,516-97.2% | $348-79.6% |