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: OAKWOOD CAPITAL SECURITIES INC Service code 27 600 HIGHWAY 169 S, STE 1410 · MINNEAPOLIS, MN 55426 | Advisory (Plan) | $15,000 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $13,741 |
SAGEVIEW ADVISORY GROUP, LLC3+ years Service code 28 1920 MAIN ST STE 800 · IRVINE, CA 92614 | Investment Management | $4,309 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $2,842 |
HK FINANCIAL SERVICES1 year Filed as: FM FINANCIAL SERVICES, INC. Service code 27 301 E COLORADO BLVD STE 205 · PASADENA, CA 91101 | Advisory (Plan) | $0 |
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 | $47,928 | $66,098-27.5% | $101,794-52.9% | $74,304-35.5% |
| Participation rate | 98.6% | 53.8%+44.8pp | 69.2%+29.4pp | 60.3%+38.2pp |
| Annual return | 29.29% | 19.59%+9.7pp | 30.53%-1.2pp | 29.43%-0.1pp |
| Employer contribution / active EE | $4,092 | $1,082+278.3% | $2,289+78.8% | $2,241+82.6% |
| Participant deferral / active EE | $7,771 | $2,781+179.4% | $4,084+90.3% | $3,767+106.3% |
| Admin fee / account holder | $219 | $4,146-94.7% | $8,777-97.5% | $2,969-92.6% |