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 | $2,990 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,818 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $10,083 | $69,763-85.5% | $67,502-85.1% | $74,495-86.5% |
| Participation rate | 94.7% | 71.4%+23.3pp | 72.9%+21.8pp | 67.2%+27.5pp |
| Annual return | 10.63% | -40.34%+51.0pp | 3512.12%-3501.5pp | 1364.94%-1354.3pp |
| Employer contribution / active EE | $1,259 | $2,704-53.4% | $2,731-53.9% | $2,623-52.0% |
| Participant deferral / active EE | $2,553 | $3,636-29.8% | $4,000-36.2% | $4,346-41.3% |
| Admin fee / account holder | $17 | $896-98.1% | $3,998-99.6% | $1,942-99.1% |