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 Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $26,827 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $2,538 |
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 | $40,078 | $73,397-45.4% | $178,014-77.5% | $74,546-46.2% |
| Participation rate | 97.3% | 66.6%+30.7pp | 77.1%+20.2pp | 67.2%+30.1pp |
| Annual return | 11.77% | 17.49%-5.7pp | 294.80%-283.0pp | 1366.03%-1354.3pp |
| Employer contribution / active EE | $1,753 | $2,217-20.9% | $3,950-55.6% | $2,624-33.2% |
| Participant deferral / active EE | $3,884 | $4,512-13.9% | $6,276-38.1% | $4,347-10.7% |
| Admin fee / account holder | $170 | $1,809-90.6% | $10,362-98.4% | $1,944-91.2% |