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 | $7,198 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $3,864 |
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 | $120,509 | $77,314+55.9% | $177,989-32.3% | $80,856+49.0% |
| Participation rate | 96.5% | 65.7%+30.8pp | 77.1%+19.4pp | 67.6%+28.9pp |
| Annual return | 11.72% | 18.09%-6.4pp | 294.48%-282.8pp | 35.59%-23.9pp |
| Employer contribution / active EE | $1,828 | $2,292-20.2% | $3,949-53.7% | $2,755-33.6% |
| Participant deferral / active EE | $8,006 | $4,411+81.5% | $6,276+27.6% | $4,296+86.4% |
| Admin fee / account holder | $96 | $7,191-98.7% | $10,363-99.1% | $6,918-98.6% |