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 7-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 |
|---|---|---|
Service code 27 PO BOX 735399 · DALLAS, TX 753735399 | Advisory (Plan) | $28,014 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $25,021 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $71 |
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 | $67,902 | $55,415+22.5% | $155,509-56.3% | $74,495-8.8% |
| Participation rate | 88.3% | 61.9%+26.4pp | 78.2%+10.2pp | 67.2%+21.1pp |
| Annual return | 19.37% | 268.50%-249.1pp | 64.67%-45.3pp | 1364.94%-1345.6pp |
| Employer contribution / active EE | $3,436 | $2,267+51.6% | $4,672-26.5% | $2,623+31.0% |
| Participant deferral / active EE | $7,455 | $2,836+162.9% | $5,626+32.5% | $4,346+71.5% |
| Admin fee / account holder | $282 | $1,738-83.7% | $15,912-98.2% | $1,942-85.5% |