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 15 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $53,256 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 25 · EIN 84-1532243 | Directed Trustee | $38,418 |
CHARLES SCHWAB & CO., INC.8 years Service code 33 · EIN 94-1737782 | Securities brokerage; Direct payment ... | $6 |
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 | $121,494 | $92,055+32.0% | $106,213+14.4% | $77,643+56.5% |
| Participation rate | 96.5% | 81.0%+15.5pp | 75.3%+21.2pp | 70.6%+26.0pp |
| Annual return | 13.64% | 17.91%-4.3pp | 116.14%-102.5pp | 31.24%-17.6pp |
| Employer contribution / active EE | $6,312 | $3,367+87.5% | $3,171+99.0% | $2,726+131.6% |
| Participant deferral / active EE | $8,699 | $5,386+61.5% | $5,016+73.4% | $4,647+87.2% |
| Admin fee / account holder | $157 | $219-28.5% | $11,033-98.6% | $430-63.6% |