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 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $127,899 |
Service code 27 4340 REDWOOD HWY SUITE B60 · SAN RAFAEL, CA 94903 | Advisory (Plan) | $65,062 |
GRANT THORNTON LLP8+ years Service code 10 · EIN 36-6055558 | Accounting | $29,925 |
EMPLOYEE BENEFITS GROUP, LLC9+ years Service code 13 · EIN 73-1554797 | Contract Administrator | $25,000 |
Filed as: EMPOWER ADVISORY GROUP Service code 28 8515 E. ORCHARD RD. · GREENWOOD VILLAGE, CO 80111 | Investment Management | $15,734 |
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 | $23,832 | $44,626-46.6% | $86,188-72.3% | $80,160-70.3% |
| Participation rate | 82.9% | 63.5%+19.4pp | 69.0%+14.0pp | 72.9%+10.0pp |
| Annual return | 17.70% | 19.61%-1.9pp | 1168.45%-1150.7pp | 40.38%-22.7pp |
| Employer contribution / active EE | $460 | $1,099-58.1% | $2,380-80.7% | $2,978-84.5% |
| Participant deferral / active EE | $2,309 | $2,769-16.6% | $3,985-42.1% | $5,017-54.0% |
| Admin fee / account holder | $95 | $133-28.6% | $6,852-98.6% | $145-34.4% |