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 | $101,023 |
WELLS FARGO BANK, N.A.2 years Filed as: WELLS FARGO ADVISORS FIN NETWORK LL Service code 55 1NORTH JEFFERSON AVE · ST LOUIS, MO 63103 | Other Commissions | $66,568 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $13,509 |
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).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,381 | $54,193-3.3% | $93,606-44.0% | $77,643-32.5% |
| Participation rate | 93.5% | 63.9%+29.6pp | 68.7%+24.8pp | 70.6%+23.0pp |
| Annual return | 12.78% | 30.54%-17.8pp | 133.20%-120.4pp | 31.24%-18.5pp |
| Employer contribution / active EE | $181 | $1,168-84.5% | $2,420-92.5% | $2,726-93.3% |
| Participant deferral / active EE | $3,921 | $3,144+24.7% | $4,411-11.1% | $4,647-15.6% |
| Admin fee / account holder | $167 | $576-71.0% | $8,285-98.0% | $430-61.3% |