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 Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $77,547 |
Service code 27 PO BOX 3430 · CARMEL, IN 46082 | Advisory (Plan) | $27,493 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $6,060 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $51,663 | $88,890-41.9% | $102,423-49.6% | $77,643-33.5% |
| Participation rate | 75.2% | 80.9%-5.7pp | 76.5%-1.3pp | 70.6%+4.7pp |
| Annual return | 14.37% | 24.98%-10.6pp | 29.32%-15.0pp | 31.24%-16.9pp |
| Employer contribution / active EE | $0 | $2,698-100.0% | $3,023-100.0% | $2,726-100.0% |
| Participant deferral / active EE | $2,932 | $5,145-43.0% | $5,053-42.0% | $4,647-36.9% |
| Admin fee / account holder | $192 | $235-18.5% | $9,451-98.0% | $430-55.4% |