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 INS CO OF AMERICA Service code 15 · EIN 84-0467907 | Recordkeeping | $298,679 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 26 · EIN 84-1532243 | Advisory (Participants) | $117,698 |
COOK STREET CONSULTING3 years Filed as: COOK STREET CONSULTING INC Service code 27 5299 DTC BLVD · GREENWOORD VILLAGE, CO 80111 | Advisory (Plan) | $67,500 |
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 | $104,717 | $58,336+79.5% | $97,226+7.7% | $199,593-47.5% |
| Participation rate | 96.8% | 63.8%+33.1pp | 72.7%+24.1pp | 72.0%+24.9pp |
| Annual return | 16.65% | 32.81%-16.2pp | 75.13%-58.5pp | 34.25%-17.6pp |
| Employer contribution / active EE | $4,334 | $1,416+206.0% | $2,729+58.8% | $3,034+42.8% |
| Participant deferral / active EE | $12,104 | $3,240+273.6% | $4,264+183.9% | $5,087+138.0% |
| Admin fee / account holder | $98 | $114-14.3% | $5,654-98.3% | $269-63.7% |