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 7-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 Service code 64 OF AMERICA · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $26,119 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $13,586 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $13,975 | $77,904-82.1% | $61,491-77.3% | $77,904-82.1% |
| Participation rate | 84.6% | 73.7%+10.9pp | 79.3%+5.2pp | 73.7%+10.9pp |
| Annual return | -8.58% | 12.21%-20.8pp | -12.98%+4.4pp | 12.21%-20.8pp |
| Employer contribution / active EE | $1,351 | $2,848-52.6% | $4,246-68.2% | $2,848-52.6% |
| Participant deferral / active EE | $3,142 | $4,806-34.6% | $5,188-39.4% | $4,806-34.6% |
| Admin fee / account holder | $29 | $133-77.9% | $4,312-99.3% | $133-77.9% |