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 | $18,119 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $7,013 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $76,885 | $53,165+44.6% | $86,188-10.8% | $74,419+3.3% |
| Participation rate | 38.5% | 64.9%-26.4pp | 69.0%-30.5pp | 70.7%-32.2pp |
| Annual return | 16.98% | 22.64%-5.7pp | 1168.45%-1151.5pp | 34.38%-17.4pp |
| Employer contribution / active EE | $393 | $1,210-67.5% | $2,380-83.5% | $2,637-85.1% |
| Participant deferral / active EE | $3,248 | $3,234+0.4% | $3,985-18.5% | $4,528-28.3% |
| Admin fee / account holder | $46 | $551-91.7% | $6,852-99.3% | $348-86.9% |