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 | $33,560 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $533 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,564 | $54,193-32.5% | $93,654-61.0% | $77,671-52.9% |
| Participation rate | 78.2% | 63.9%+14.2pp | 68.7%+9.4pp | 70.6%+7.6pp |
| Annual return | 14.01% | 30.54%-16.5pp | 133.34%-119.3pp | 31.21%-17.2pp |
| Employer contribution / active EE | $1,586 | $1,168+35.8% | $2,421-34.5% | $2,726-41.8% |
| Participant deferral / active EE | $4,007 | $3,144+27.5% | $4,413-9.2% | $4,648-13.8% |
| Admin fee / account holder | $82 | $576-85.8% | $8,282-99.0% | $430-81.0% |