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 RETIREMENT SERVICES Service code 18 · EIN 20-3691708 P O BOX 173764 D030 · US DENVER, CO 80217 | Direct payment from the plan; Sub-tra... | $98,353 |
BENEFIT EQUITY, INC.4+ years Service code 13 · EIN 33-0532641 1971 EAST 4TH STREET #100 · SANTA ANA, CA 92705 | Contract Administrator | $18,748 |
Service code 27 · EIN 82-5427341 1200 NEWPORT CENTER DRIVE SUITE 200 · NEWPORT BEACH, CA 92660 | Advisory (Plan) | $17,500 |
Filed as: GREAT WEST LIFE & ANNUITY Service code 64 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $12,404 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $80,976 | $69,159+17.1% | $125,175-35.3% | $67,579+19.8% |
| Participation rate | 94.3% | 78.2%+16.1pp | 79.8%+14.5pp | 71.3%+23.0pp |
| Annual return | 3.74% | 27.12%-23.4pp | 43.79%-40.1pp | 378.56%-374.8pp |
| Employer contribution / active EE | $787 | $2,023-61.1% | $3,865-79.6% | $2,148-63.3% |
| Participant deferral / active EE | $5,454 | $3,700+47.4% | $4,937+10.5% | $3,539+54.1% |
| Admin fee / account holder | $297 | $142+109.5% | $9,702-96.9% | $142+108.8% |