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 | $9,726 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
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 | $173,352 | $106,028+63.5% | $146,958+18.0% | $77,643+123.3% |
| Participation rate | 83.7% | 78.4%+5.3pp | 82.2%+1.5pp | 70.6%+13.1pp |
| Annual return | 24.25% | 56.73%-32.5pp | 418.34%-394.1pp | 31.24%-7.0pp |
| Employer contribution / active EE | $2,943 | $4,063-27.6% | $4,933-40.3% | $2,726+8.0% |
| Participant deferral / active EE | $9,638 | $7,990+20.6% | $8,070+19.4% | $4,647+107.4% |
| Admin fee / account holder | $39 | $337-88.4% | $12,998-99.7% | $430-90.9% |