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 O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $70,839 |
Filed as: GALLAGHER BENEFIT SERVICES Service code 27 INC DBA GALLAGHER FIDUC · CLEVELAND, OH 44114 | Advisory (Plan) | $63,707 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $18,987 |
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 | $108,327 | $119,446-9.3% | $150,045-27.8% | $85,563+26.6% |
| Participation rate | 94.7% | 75.4%+19.3pp | 82.3%+12.4pp | 66.0%+28.7pp |
| Annual return | 17.79% | 23.72%-5.9pp | 62.55%-44.8pp | 31.51%-13.7pp |
| Employer contribution / active EE | $3,632 | $4,078-10.9% | $4,693-22.6% | $2,654+36.9% |
| Participant deferral / active EE | $10,607 | $7,985+32.8% | $7,997+32.6% | $4,375+142.4% |
| Admin fee / account holder | $204 | $548-62.7% | $13,435-98.5% | $834-75.5% |