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 | $24,805 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $2,733 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $32,413 | $84,487-61.6% | $125,339-74.1% | $66,914-51.6% |
| Participation rate | 37.2% | 76.4%-39.3pp | 82.4%-45.2pp | 69.8%-32.6pp |
| Annual return | -16.96% | -8.39%-8.6pp | 572.05%-589.0pp | 1.58%-18.5pp |
| Employer contribution / active EE | $442 | $3,553-87.6% | $4,814-90.8% | $2,544-82.6% |
| Participant deferral / active EE | $4,148 | $6,781-38.8% | $7,446-44.3% | $4,237-2.1% |
| Admin fee / account holder | $136 | $685-80.2% | $10,010-98.6% | $593-77.1% |