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 Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $33,177 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $5,136 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $62,742 | $66,457-5.6% | $81,382-22.9% | $77,643-19.2% |
| Participation rate | 45.6% | 68.7%-23.1pp | 69.5%-23.9pp | 70.6%-25.0pp |
| Annual return | 232.03% | 15.93%+216.1pp | 24.73%+207.3pp | 31.24%+200.8pp |
| Employer contribution / active EE | $1,584 | $2,159-26.6% | $2,463-35.7% | $2,726-41.9% |
| Participant deferral / active EE | $3,047 | $3,679-17.2% | $3,883-21.5% | $4,647-34.4% |
| Admin fee / account holder | $68 | $583-88.3% | $5,768-98.8% | $430-84.2% |