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 | $29,551 |
Service code 27 100 SOUTH ASHLEY DR · TAMPA, FL 33602 | Advisory (Plan) | $17,500 |
Filed as: RAYMOND JAMES Service code 27 880 CARILLON PARKWAY · ST PETERSBURG, FL 33716 | Advisory (Plan) | $17,500 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $57,645 | $53,165+8.4% | $86,188-33.1% | $74,419-22.5% |
| Participation rate | 81.3% | 64.9%+16.5pp | 69.0%+12.4pp | 70.7%+10.6pp |
| Annual return | 22.00% | 22.64%-0.6pp | 1168.45%-1146.4pp | 34.38%-12.4pp |
| Employer contribution / active EE | $0 | $1,210-100.0% | $2,380-100.0% | $2,637-100.0% |
| Participant deferral / active EE | $5,425 | $3,234+67.7% | $3,985+36.1% | $4,528+19.8% |
| Admin fee / account holder | $163 | $551-70.5% | $6,852-97.6% | $348-53.3% |