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 3-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 CO. OF AM Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $23,794 |
Filed as: ROBIN S WEINGAST & ASSOCIATES, INC. Service code 13 GARDEN CITY CENTER · GARDEN CITY, NY 11530 | Contract Administrator | $15,350 |
Service code 99 6504 BRIDGE POINT PKWY · AUSTIN, TX 787305097 | Other Fees | $868 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $236 |
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 | $2,361 | $50,820-95.4% | $155,567-98.5% | $77,671-97.0% |
| Participation rate | 70.9% | 63.1%+7.8pp | 78.2%-7.3pp | 70.6%+0.4pp |
| Annual return | 14.41% | 34.85%-20.4pp | 64.74%-50.3pp | 31.21%-16.8pp |
| Employer contribution / active EE | $0 | $1,993-100.0% | $4,674-100.0% | $2,726-100.0% |
| Participant deferral / active EE | $935 | $2,823-66.9% | $5,628-83.4% | $4,648-79.9% |
| Admin fee / account holder | $24 | $436-94.5% | $15,916-99.9% | $430-94.5% |