Unlock peer percentile detail for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Unlock 10-year trajectory for $4.99 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).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $10,083 | $69,745-85.5% | $67,511-85.1% | $74,546-86.5% |
| Participation rate | 94.7% | 71.3%+23.3pp | 72.9%+21.8pp | 67.2%+27.4pp |
| Annual return | 10.63% | -40.37%+51.0pp | 3517.41%-3506.8pp | 1366.03%-1355.4pp |
| Employer contribution / active EE | $1,259 | $2,705-53.4% | $2,733-53.9% | $2,624-52.0% |
| Participant deferral / active EE | $2,553 | $3,636-29.8% | $4,000-36.2% | $4,347-41.3% |
| Admin fee / account holder | $17 | $894-98.1% | $3,999-99.6% | $1,944-99.1% |