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 3-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 O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $29,656 |
Service code 27 1400 AMERICAN BLVD BLDG #4 · PENNINGTON, NJ 08534 | Advisory (Plan) | $24,745 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $2,886 |
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 | $66,980 | $132,049-49.3% | $200,582-66.6% | $74,304-9.9% |
| Participation rate | 78.7% | 84.1%-5.4pp | 86.9%-8.2pp | 60.3%+18.4pp |
| Annual return | 20.98% | 22.22%-1.2pp | 42.33%-21.3pp | 29.43%-8.4pp |
| Employer contribution / active EE | $2,713 | $4,558-40.5% | $6,419-57.7% | $2,241+21.1% |
| Participant deferral / active EE | $8,924 | $7,213+23.7% | $9,331-4.4% | $3,767+136.9% |
| Admin fee / account holder | $265 | $2,405-89.0% | $16,305-98.4% | $2,969-91.1% |