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 | $33,197 |
Service code 27 4340 REDWOOD HWY · SAN RAFAEL, CA 94903 | Advisory (Plan) | $25,073 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $5,187 |
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 | $70,748 | $65,435+8.1% | $86,677-18.4% | $66,914+5.7% |
| Participation rate | 85.6% | 75.5%+10.2pp | 76.6%+9.1pp | 69.8%+15.8pp |
| Annual return | -16.94% | -10.89%-6.0pp | 35.91%-52.8pp | 1.58%-18.5pp |
| Employer contribution / active EE | $2,571 | $2,153+19.4% | $2,836-9.4% | $2,544+1.1% |
| Participant deferral / active EE | $4,171 | $4,100+1.7% | $4,656-10.4% | $4,237-1.6% |
| Admin fee / account holder | $273 | $642-57.5% | $7,493-96.4% | $593-54.1% |