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 | $7,051 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $1,450 |
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 | $177,974 | $61,272+190.5% | $149,673+18.9% | $71,457+149.1% |
| Participation rate | 92.5% | 62.5%+30.0pp | 78.8%+13.7pp | 67.9%+24.6pp |
| Annual return | 20.78% | 35.85%-15.1pp | 134.42%-113.6pp | 28.85%-8.1pp |
| Employer contribution / active EE | $9,628 | $2,378+304.8% | $4,818+99.9% | $2,588+272.1% |
| Participant deferral / active EE | $7,261 | $2,917+148.9% | $5,680+27.8% | $4,289+69.3% |
| Admin fee / account holder | $98 | $1,261-92.2% | $13,210-99.3% | $1,587-93.8% |