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 8-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 26 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Advisory (Participants) | $272,740 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 15 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $261,651 |
BDO USA, LLP3 years Service code 10 5300 PATTERSON AVE SE · GRAND RAPIDS, MI 49512 | Accounting | $35,500 |
Service code 16 3071 PEARL ROAD · MEDINA, OH 44256 | Consulting | $1,500 |
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 | $64,735 | $86,936-25.5% | $103,333-37.4% | $99,062-34.7% |
| Participation rate | 82.7% | 81.7%+1.0pp | 74.5%+8.2pp | 71.6%+11.1pp |
| Annual return | 60.29% | 14.99%+45.3pp | 24.88%+35.4pp | 17.66%+42.6pp |
| Employer contribution / active EE | $2,179 | $3,925-44.5% | $3,868-43.7% | $3,262-33.2% |
| Participant deferral / active EE | $3,385 | $3,825-11.5% | $5,057-33.1% | $5,331-36.5% |
| Admin fee / account holder | $79 | $140-43.8% | $8,355-99.1% | $109-27.6% |