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 Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $52,670 |
Filed as: CEDAR MOUNTAIN ADVISORS LLC Service code 99 1750 SW HARBOR WY STE 340 · PORTLAND, OR 97201 | Other Fees | $28,093 |
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 | $52,830 | $50,815+4.0% | $155,509-66.0% | $77,643-32.0% |
| Participation rate | 88.4% | 63.1%+25.3pp | 78.2%+10.3pp | 70.6%+17.9pp |
| Annual return | 14.12% | 34.80%-20.7pp | 64.67%-50.6pp | 31.24%-17.1pp |
| Employer contribution / active EE | $2,361 | $1,993+18.5% | $4,672-49.5% | $2,726-13.4% |
| Participant deferral / active EE | $5,182 | $2,822+83.6% | $5,626-7.9% | $4,647+11.5% |
| Admin fee / account holder | $102 | $437-76.6% | $15,912-99.4% | $430-76.3% |