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 15 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $77,531 |
Service code 28 1920 MAIN STREET · IRVINE, CA 92614 | Investment Management | $24,166 |
Filed as: CHARLES SCHWAB & CO., INC. (BROKERA Service code 26 · EIN 94-1737782 | Advisory (Participants) | $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 | $76,457 | $72,254+5.8% | $86,677-11.8% | $64,808+18.0% |
| Participation rate | 68.7% | 80.4%-11.7pp | 76.6%-7.9pp | 71.5%-2.8pp |
| Annual return | -14.40% | 392.42%-406.8pp | 35.91%-50.3pp | 32.82%-47.2pp |
| Employer contribution / active EE | $1,008 | $2,393-57.9% | $2,836-64.5% | $2,506-59.8% |
| Participant deferral / active EE | $4,775 | $4,658+2.5% | $4,656+2.6% | $4,310+10.8% |
| Admin fee / account holder | $102 | $174-41.1% | $7,493-98.6% | $188-45.5% |