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 Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $16,103 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $8,971 |
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 | $206,174 | $55,415+272.1% | $155,509+32.6% | $74,495+176.8% |
| Participation rate | 97.6% | 61.9%+35.7pp | 78.2%+19.4pp | 67.2%+30.4pp |
| Annual return | 17.05% | 268.50%-251.4pp | 64.67%-47.6pp | 1364.94%-1347.9pp |
| Employer contribution / active EE | $9,375 | $2,267+313.5% | $4,672+100.6% | $2,623+257.4% |
| Participant deferral / active EE | $7,745 | $2,836+173.1% | $5,626+37.7% | $4,346+78.2% |
| Admin fee / account holder | $161 | $1,738-90.8% | $15,912-99.0% | $1,942-91.7% |