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 | $240,716 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $119,321 |
BROCK AND COMPANY2 years Filed as: BROCK AND COMPANY CPAS PC Service code 10 4940 PEARL E CIRCLE SUITE 300 · BOULDER, CO 80301 | Accounting | $15,275 |
BOKF, NA3 years Service code 27 TRUST SERVICES DEPARTMENT 1660 · TULSA, OK 74182 | Advisory (Plan) | $1,750 |
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 | $49,498 | $122,693-59.7% | $184,203-73.1% | $199,593-75.2% |
| Participation rate | 77.0% | 86.8%-9.8pp | 86.8%-9.8pp | 72.0%+5.0pp |
| Annual return | 19.04% | 143.91%-124.9pp | 28.81%-9.8pp | 34.25%-15.2pp |
| Employer contribution / active EE | $3,137 | $4,584-31.6% | $6,427-51.2% | $3,034+3.4% |
| Participant deferral / active EE | $6,342 | $7,990-20.6% | $9,131-30.5% | $5,087+24.7% |
| Admin fee / account holder | $230 | $121+91.0% | $13,901-98.3% | $269-14.4% |