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 O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $25,206 |
STEPHENS INC1 year Filed as: STEPHENS GROUP ASSET MANAGEMENT LLC Service code 27 100 RIVER BLUFF DR UNIT 220 · LITTLE ROCK, AR 72202 | Advisory (Plan) | $19,586 |
Service code 99 6300 BRIDGE POINT PKWY BLDG 1 STE 3 · AUSTIN, TX 787305097 | Other Fees | $4,983 |
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 | $22,351 | $92,055-75.7% | $106,213-79.0% | $77,643-71.2% |
| Participation rate | 97.5% | 81.0%+16.5pp | 75.3%+22.2pp | 70.6%+26.9pp |
| Annual return | 15.77% | 17.91%-2.1pp | 116.14%-100.4pp | 31.24%-15.5pp |
| Employer contribution / active EE | $2,336 | $3,367-30.6% | $3,171-26.4% | $2,726-14.3% |
| Participant deferral / active EE | $4,659 | $5,386-13.5% | $5,016-7.1% | $4,647+0.2% |
| Admin fee / account holder | $68 | $219-68.8% | $11,033-99.4% | $430-84.1% |