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 | $27,632 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $4,800 |
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 | $55,123 | $102,317-46.1% | $146,958-62.5% | $80,856-31.8% |
| Participation rate | 96.2% | 75.8%+20.4pp | 82.2%+14.0pp | 67.6%+28.6pp |
| Annual return | 13.17% | 134.76%-121.6pp | 418.34%-405.2pp | 35.59%-22.4pp |
| Employer contribution / active EE | $4,986 | $3,713+34.3% | $4,933+1.1% | $2,755+81.0% |
| Participant deferral / active EE | $8,742 | $6,644+31.6% | $8,070+8.3% | $4,296+103.5% |
| Admin fee / account holder | $242 | $7,941-97.0% | $12,998-98.1% | $6,918-96.5% |