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 | $23,530 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $14,764 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $37,842 | $63,442-40.4% | $68,791-45.0% | $66,914-43.4% |
| Participation rate | 70.7% | 60.0%+10.7pp | 69.0%+1.7pp | 69.8%+0.9pp |
| Annual return | -14.61% | -8.29%-6.3pp | -6.38%-8.2pp | 1.58%-16.2pp |
| Employer contribution / active EE | $184 | $1,775-89.6% | $2,655-93.1% | $2,544-92.8% |
| Participant deferral / active EE | $3,072 | $2,945+4.3% | $3,941-22.0% | $4,237-27.5% |
| Admin fee / account holder | $314 | $577-45.6% | $4,932-93.6% | $593-47.1% |