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 O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $20,193 |
MULTNOMAH GROUP1 year Filed as: MULTNOMAH GROUP INC Service code 27 PO BOX 4500 UNIT 38 · PORTLAND, OR 97208 | Advisory (Plan) | $13,000 |
CPI QUALIFIED PLAN CONSULTANTS, INC10+ years Service code 15 · EIN 48-1205033 | Recordkeeping | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $34,706 | $61,058-43.2% | $71,209-51.3% | $85,563-59.4% |
| Participation rate | 57.6% | 58.6%-0.9pp | 73.8%-16.1pp | 66.0%-8.3pp |
| Annual return | 15.55% | 100.41%-84.9pp | 282.51%-267.0pp | 31.51%-16.0pp |
| Employer contribution / active EE | $1,557 | $2,199-29.2% | $2,721-42.8% | $2,654-41.3% |
| Participant deferral / active EE | $2,252 | $3,173-29.0% | $4,175-46.1% | $4,375-48.5% |
| Admin fee / account holder | $103 | $855-87.9% | $5,349-98.1% | $834-87.6% |