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 | $23,645 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,630 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant 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 | $30,300 | $49,693-39.0% | $70,515-57.0% | $74,419-59.3% |
| Participation rate | 24.8% | 64.7%-39.9pp | 68.3%-43.6pp | 70.7%-45.9pp |
| Annual return | 21.38% | 21.22%+0.2pp | 32.77%-11.4pp | 34.38%-13.0pp |
| Employer contribution / active EE | $460 | $1,773-74.1% | $2,973-84.5% | $2,637-82.6% |
| Participant deferral / active EE | $1,147 | $3,376-66.0% | $4,567-74.9% | $4,528-74.7% |
| Admin fee / account holder | $104 | $316-67.0% | $6,412-98.4% | $348-70.0% |