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 | $18,589 |
Filed as: UPFSA INS AGENCY OF AZ INC. Service code 55 7333 E DOUBLETREE RANCH RD · SCOTTSDALE, AZ 85258 | Other Commissions | $12,792 |
ASCENSUS LLC1 year Filed as: ASCENSUS INC Service code 99 | Other Fees | $1,374 |
ASCENSUS LLC1 year Filed as: ASCENSUS HOLDINGS INC. DBA FUTUREPL Service code 13 101 W. BROADWAY, SUITE 1420 · SANDIEGO, CA 92101 | Contract Administrator | $1,200 |
ASCENSUS LLC1 year Filed as: ASCENSUS INC. Service code 99 1102 CHESTNUT HILLS PARKWAY · FORT WAYNE, IN 46814 | Other Fees | $0 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $32,162 | $102,317-68.6% | $146,958-78.1% | $80,856-60.2% |
| Participation rate | 71.4% | 75.8%-4.4pp | 82.2%-10.7pp | 67.6%+3.8pp |
| Annual return | 58.80% | 134.76%-76.0pp | 418.34%-359.5pp | 35.59%+23.2pp |
| Employer contribution / active EE | $1,813 | $3,713-51.2% | $4,933-63.2% | $2,755-34.2% |
| Participant deferral / active EE | $4,319 | $6,644-35.0% | $8,070-46.5% | $4,296+0.5% |
| Admin fee / account holder | $143 | $7,941-98.2% | $12,998-98.9% | $6,918-97.9% |