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 6-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 | $16,908 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,711 |
Service code 99 3071 PEARL ROAD · MEDINA, OH 44256 | Other Fees | $400 |
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 | $31,050 | $84,487-63.2% | $125,339-75.2% | $66,914-53.6% |
| Participation rate | 85.7% | 76.4%+9.3pp | 82.4%+3.3pp | 69.8%+15.9pp |
| Annual return | -1.38% | -8.39%+7.0pp | 572.05%-573.4pp | 1.58%-3.0pp |
| Employer contribution / active EE | $3,123 | $3,553-12.1% | $4,814-35.1% | $2,544+22.8% |
| Participant deferral / active EE | $5,827 | $6,781-14.1% | $7,446-21.8% | $4,237+37.5% |
| Admin fee / account holder | $113 | $685-83.6% | $10,010-98.9% | $593-81.0% |