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 | $13,968 |
Service code 27 1400 AMERICAN BLVD BLDG #4 · PENNINGTON, NJ 08534 | Advisory (Plan) | $12,641 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,383 |
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 | $60,177 | $138,385-56.5% | $184,200-67.3% | $80,874-25.6% |
| Participation rate | 90.9% | 83.9%+7.0pp | 86.8%+4.1pp | 67.6%+23.3pp |
| Annual return | 17.16% | 20.02%-2.9pp | 28.80%-11.6pp | 35.62%-18.5pp |
| Employer contribution / active EE | $6,003 | $4,849+23.8% | $6,424-6.6% | $2,756+117.8% |
| Participant deferral / active EE | $13,230 | $7,073+87.1% | $9,132+44.9% | $4,297+207.9% |
| Admin fee / account holder | $272 | $10,483-97.4% | $13,907-98.0% | $6,935-96.1% |