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 | $24,025 |
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 | $64,441 | $88,890-27.5% | $102,423-37.1% | $77,643-17.0% |
| Participation rate | 64.2% | 80.9%-16.7pp | 76.5%-12.3pp | 70.6%-6.3pp |
| Annual return | 10.95% | 24.98%-14.0pp | 29.32%-18.4pp | 31.24%-20.3pp |
| Employer contribution / active EE | $1,583 | $2,698-41.3% | $3,023-47.6% | $2,726-41.9% |
| Participant deferral / active EE | $3,619 | $5,145-29.7% | $5,053-28.4% | $4,647-22.1% |
| Admin fee / account holder | $36 | $235-84.5% | $9,451-99.6% | $430-91.5% |