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 | $24,431 |
M HOLDINGS SECURITIES INC5 years Service code 55 PO BOX 2207 · PORTLAND, OR 97208 | Other Commissions | $13,580 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $5,476 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $80,596 | $84,487-4.6% | $125,339-35.7% | $66,914+20.4% |
| Participation rate | 64.8% | 76.4%-11.6pp | 82.4%-17.5pp | 69.8%-5.0pp |
| Annual return | -21.90% | -8.39%-13.5pp | 572.05%-593.9pp | 1.58%-23.5pp |
| Employer contribution / active EE | $1,568 | $3,553-55.9% | $4,814-67.4% | $2,544-38.4% |
| Participant deferral / active EE | $4,894 | $6,781-27.8% | $7,446-34.3% | $4,237+15.5% |
| Admin fee / account holder | $240 | $685-65.0% | $10,010-97.6% | $593-59.6% |