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 | $2,343 |
Filed as: PENSIONMARK FINANCIAL GROUP, LLC Service code 27 24 E COTA STREET, SUITE 200 · SANTA BARBARA, CA 93101 | Advisory (Plan) | $1,277 |
Filed as: EMPOWER ANNUITY INS. CO. OF AMERICA Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $1,026 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $74,246 | $47,126+57.5% | $149,673-50.4% | $74,419-0.2% |
| Participation rate | 12.9% | 63.4%-50.5pp | 78.8%-65.8pp | 70.7%-57.8pp |
| Annual return | 14.47% | 22.75%-8.3pp | 134.42%-119.9pp | 34.38%-19.9pp |
| Employer contribution / active EE | $0 | $1,905-100.0% | $4,818-100.0% | $2,637-100.0% |
| Participant deferral / active EE | $292 | $2,728-89.3% | $5,680-94.9% | $4,528-93.5% |
| Admin fee / account holder | $72 | $343-78.9% | $13,210-99.5% | $348-79.2% |