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 | $17,722 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
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 | $53,878 | $99,078-45.6% | $96,544-44.2% | $74,419-27.6% |
| Participation rate | 70.4% | 80.7%-10.3pp | 76.0%-5.6pp | 70.7%-0.3pp |
| Annual return | 15.74% | 22.48%-6.7pp | 25.84%-10.1pp | 34.38%-18.6pp |
| Employer contribution / active EE | $1,568 | $2,570-39.0% | $2,965-47.1% | $2,637-40.5% |
| Participant deferral / active EE | $3,541 | $4,933-28.2% | $4,851-27.0% | $4,528-21.8% |
| Admin fee / account holder | $26 | $225-88.5% | $8,252-99.7% | $348-92.6% |