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 INS CO OF AMERICA Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $22,858 |
THE FINWAY GROUP1 year Filed as: THE FINWAY GROUP, LLC Service code 13 5625 MILLS CIVIC PARKWAY · WEST DES MOINES, IA 50266 | Contract Administrator | $8,420 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $5,297 |
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 | $38,958 | $106,028-63.3% | $146,958-73.5% | $77,643-49.8% |
| Participation rate | 94.8% | 78.4%+16.4pp | 82.2%+12.6pp | 70.6%+24.2pp |
| Annual return | 41.19% | 56.73%-15.5pp | 418.34%-377.1pp | 31.24%+9.9pp |
| Employer contribution / active EE | $4,789 | $4,063+17.9% | $4,933-2.9% | $2,726+75.7% |
| Participant deferral / active EE | $7,735 | $7,990-3.2% | $8,070-4.2% | $4,647+66.4% |
| Admin fee / account holder | $85 | $337-74.7% | $12,998-99.3% | $430-80.2% |