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 O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $31,108 |
OSAIC WEALTH INC2 years Service code 27 10 EXCHANGE PLACE STE 1410 · JERSEY CITY, NJ 07302 | Advisory (Plan) | $9,056 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $743 |
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 | $73,198 | $53,053+38.0% | $126,539-42.2% | $74,304-1.5% |
| Participation rate | 92.1% | 48.0%+44.1pp | 69.8%+22.3pp | 60.3%+31.8pp |
| Annual return | 15.94% | 29.46%-13.5pp | 425.95%-410.0pp | 29.43%-13.5pp |
| Employer contribution / active EE | $2,841 | $1,168+143.3% | $3,674-22.7% | $2,241+26.8% |
| Participant deferral / active EE | $4,694 | $2,303+103.8% | $4,083+15.0% | $3,767+24.6% |
| Admin fee / account holder | $241 | $3,698-93.5% | $6,065-96.0% | $2,969-91.9% |