See peer percentile detail. $4.99 for your first month.
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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 | $65,246-26.5% | $98,716-51.4% | $67,986-29.5% |
| Participation rate | 98.6% | 51.4%+47.1pp | 69.3%+29.3pp | 57.2%+41.3pp |
| Annual return | 29.29% | 20.58%+8.7pp | 31.81%-2.5pp | 31.67%-2.4pp |
| Employer contribution / active EE | $4,092 | $1,042+292.7% | $2,279+79.6% | $2,019+102.7% |
| Participant deferral / active EE | $7,771 | $2,594+199.6% | $4,048+92.0% | $3,358+131.4% |
| Admin fee / account holder | $219 | $4,561-95.2% | $8,703-97.5% | $3,203-93.2% |