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 |
|---|---|---|
Service code 25 PO BOX 30918 · BILLINGS, MT 59116 | Directed Trustee | $137,371 |
Filed as: EMPOWER ANNUITY INS. CO. OF AMERICA Service code 15 · EIN 84-0467907 | Recordkeeping | $119,695 |
VERUS3 years Filed as: VERUS ADVISORY, INC. Service code 27 999 THIRD AVENUE STE 4200 · SEATTLE, WA 98104 | Advisory (Plan) | $58,371 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 26 · EIN 84-1532243 | Advisory (Participants) | $37,936 |
CHARLES SCHWAB & CO., INC.2 years Service code 26 · EIN 94-1737782 | Advisory (Participants) | $3,136 |
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 | $154,740 | $2,679,533-94.2% | $164,813-6.1% | $199,593-22.5% |
| Participation rate | 99.1% | 78.3%+20.8pp | 78.6%+20.5pp | 72.0%+27.1pp |
| Annual return | 16.04% | 17.93%-1.9pp | 69.93%-53.9pp | 34.25%-18.2pp |
| Employer contribution / active EE | $7,917 | $2,970+166.6% | $4,341+82.4% | $3,034+160.9% |
| Participant deferral / active EE | $7,347 | $5,010+46.7% | $6,031+21.8% | $5,087+44.4% |
| Admin fee / account holder | $216 | $1,982-89.1% | $12,690-98.3% | $269-19.5% |