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 ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $79,120 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $29,914 |
ROBERTSON & ROBERTSON, PLLC8+ years Service code 10 800 WILCREST DRIVE STE 205 · HOUSTON, TX 77042 | Accounting | $13,220 |
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 | $45,069 | $82,202-45.2% | $125,339-64.0% | $64,808-30.5% |
| Participation rate | 92.5% | 77.9%+14.7pp | 82.4%+10.2pp | 71.5%+21.1pp |
| Annual return | -16.72% | 3.48%-20.2pp | 572.05%-588.8pp | 32.82%-49.5pp |
| Employer contribution / active EE | $3,247 | $3,615-10.2% | $4,814-32.6% | $2,506+29.6% |
| Participant deferral / active EE | $4,637 | $7,175-35.4% | $7,446-37.7% | $4,310+7.6% |
| Admin fee / account holder | $170 | $163+4.2% | $10,010-98.3% | $188-9.5% |