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 | $10,072 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $425 |
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 | $167,563 | $65,061+157.5% | $143,757+16.6% | $66,914+150.4% |
| Participation rate | 86.2% | 65.2%+21.0pp | 80.3%+5.9pp | 69.8%+16.4pp |
| Annual return | -15.70% | -11.14%-4.6pp | -0.04%-15.7pp | 1.58%-17.3pp |
| Employer contribution / active EE | $9,898 | $2,361+319.3% | $4,951+99.9% | $2,544+289.0% |
| Participant deferral / active EE | $7,376 | $2,919+152.7% | $5,637+30.9% | $4,237+74.1% |
| Admin fee / account holder | $78 | $502-84.4% | $14,673-99.5% | $593-86.8% |