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 | $44,028 |
THE ASCENT GROUP, LLC4 years Filed as: THE ASCENT GROUP LLC Service code 27 192 BALLARD CT · VIRGINIA BEACH, VA 23462 | Advisory (Plan) | $24,916 |
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 | $8,450 | $29,548-71.4% | $56,411-85.0% | $77,643-89.1% |
| Participation rate | 91.7% | 32.7%+59.0pp | 52.5%+39.2pp | 70.6%+21.1pp |
| Annual return | 14.02% | 19.01%-5.0pp | 1701.33%-1687.3pp | 31.24%-17.2pp |
| Employer contribution / active EE | $347 | $568-38.9% | $1,039-66.6% | $2,726-87.3% |
| Participant deferral / active EE | $1,488 | $1,061+40.3% | $1,952-23.8% | $4,647-68.0% |
| Admin fee / account holder | $100 | $1,046-90.4% | $2,829-96.5% | $430-76.7% |