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 LIFE & ANNUITY INSURANCE CO Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $18,434 |
Filed as: ALERA GROUP DBA ALERA INVESTMENT AD Service code 27 2500 DALLAS HWY STE 202 · MARIETTA, GA 30064 | Advisory (Plan) | $18,342 |
HUNNEX AND SHOEMAKER, INC.2 years Filed as: HUNNEX & SHOEMAKER, INC. Service code 13 PO BOX 24629 · SEATTLE, WA 98124 | Contract Administrator | $13,293 |
Filed as: EMPOWER ADVISORY GROUP LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $3,573 |
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 | $36,028 | $81,625-55.9% | $167,512-78.5% | $74,304-51.5% |
| Participation rate | 96.7% | 60.0%+36.7pp | 77.1%+19.7pp | 60.3%+36.4pp |
| Annual return | 42.82% | 26.09%+16.7pp | 1615.79%-1573.0pp | 29.43%+13.4pp |
| Employer contribution / active EE | $2,821 | $2,010+40.3% | $3,882-27.3% | $2,241+25.9% |
| Participant deferral / active EE | $6,185 | $4,115+50.3% | $6,405-3.4% | $3,767+64.2% |
| Admin fee / account holder | $214 | $3,474-93.8% | $9,769-97.8% | $2,969-92.8% |