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 | $21,521 |
LPL FINANCIAL2 years Service code 27 PO BOX 502533 · SAN DIEGO, CA 92150 | Advisory (Plan) | $20,000 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,612 |
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 | $24,376 | $51,197-52.4% | $82,719-70.5% | $66,914-63.6% |
| Participation rate | 97.6% | 67.8%+29.8pp | 72.6%+25.0pp | 69.8%+27.8pp |
| Annual return | -17.51% | -9.64%-7.9pp | 701.18%-718.7pp | 1.58%-19.1pp |
| Employer contribution / active EE | $884 | $2,611-66.1% | $3,009-70.6% | $2,544-65.3% |
| Participant deferral / active EE | $3,493 | $3,458+1.0% | $4,395-20.5% | $4,237-17.5% |
| Admin fee / account holder | $146 | $416-64.9% | $5,329-97.3% | $593-75.4% |