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 | $36,055 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $20,924 |
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).
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 | $17,221 | $80,160-78.5% | $70,164-75.5% | $80,160-78.5% |
| Participation rate | 73.1% | 72.9%+0.1pp | 78.8%-5.8pp | 72.9%+0.1pp |
| Annual return | 24.47% | 40.38%-15.9pp | 18.87%+5.6pp | 40.38%-15.9pp |
| Employer contribution / active EE | $1,339 | $2,978-55.0% | $4,287-68.8% | $2,978-55.0% |
| Participant deferral / active EE | $3,211 | $5,017-36.0% | $5,395-40.5% | $5,017-36.0% |
| Admin fee / account holder | $32 | $145-78.2% | $4,561-99.3% | $145-78.2% |