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 | $1,662 |
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 | $131,903 | $61,272+115.3% | $149,673-11.9% | $71,457+84.6% |
| Participation rate | 100.0% | 62.5%+37.5pp | 78.8%+21.2pp | 67.9%+32.1pp |
| Annual return | 14.39% | 35.85%-21.5pp | 134.42%-120.0pp | 28.85%-14.5pp |
| Employer contribution / active EE | $4,973 | $2,378+109.1% | $4,818+3.2% | $2,588+92.2% |
| Participant deferral / active EE | $9,662 | $2,917+231.2% | $5,680+70.1% | $4,289+125.3% |
| Admin fee / account holder | $10 | $1,261-99.2% | $13,210-99.9% | $1,587-99.4% |