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 ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $117,560 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $26,153 |
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 | $83,173 | $112,623-26.1% | $106,213-21.7% | $199,593-58.3% |
| Participation rate | 99.4% | 86.2%+13.2pp | 75.3%+24.2pp | 72.0%+27.5pp |
| Annual return | 14.53% | 15.57%-1.0pp | 116.14%-101.6pp | 34.25%-19.7pp |
| Employer contribution / active EE | $3,762 | $4,575-17.8% | $3,171+18.6% | $3,034+24.0% |
| Participant deferral / active EE | $5,435 | $6,659-18.4% | $5,016+8.3% | $5,087+6.8% |
| Admin fee / account holder | $71 | $107-34.0% | $11,033-99.4% | $269-73.7% |