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 | $18,999 |
Service code 27 363 ROUTE 46 W STE 300 · FAIRFIELD, NJ 07004 | Advisory (Plan) | $14,284 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $10,889 |
Filed as: EMPOWER FINANCIAL SERVICES, INC. Service code 59 8515 E ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Shareholder Servicing | $0 |
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 | $42,069 | $44,960-6.4% | $84,966-50.5% | $74,495-43.5% |
| Participation rate | 73.8% | 49.4%+24.5pp | 67.5%+6.3pp | 67.2%+6.6pp |
| Annual return | 13.54% | 26.24%-12.7pp | 66.38%-52.8pp | 1364.94%-1351.4pp |
| Employer contribution / active EE | $2,781 | $1,457+90.9% | $2,727+2.0% | $2,623+6.0% |
| Participant deferral / active EE | $5,164 | $2,731+89.1% | $4,519+14.3% | $4,346+18.8% |
| Admin fee / account holder | $236 | $2,209-89.3% | $6,149-96.2% | $1,942-87.8% |