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 | $23,104 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $2,863 |
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 | $41,769 | $91,407-54.3% | $135,903-69.3% | $71,457-41.5% |
| Participation rate | 92.2% | 75.7%+16.6pp | 81.9%+10.3pp | 67.9%+24.3pp |
| Annual return | 16.43% | 29.90%-13.5pp | 68.23%-51.8pp | 28.85%-12.4pp |
| Employer contribution / active EE | $4,713 | $3,703+27.3% | $4,856-3.0% | $2,588+82.1% |
| Participant deferral / active EE | $7,865 | $7,092+10.9% | $7,758+1.4% | $4,289+83.4% |
| Admin fee / account holder | $166 | $1,266-86.8% | $10,762-98.5% | $1,587-89.5% |