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 | $37,687 |
LPL FINANCIAL6 years Service code 27 PO BOX 502533 · SAN DIEGO, CA 92150 | Advisory (Plan) | $25,054 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,418 |
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 | $33,421 | $73,004-54.2% | $90,749-63.2% | $68,494-51.2% |
| Participation rate | 97.3% | 70.8%+26.4pp | 75.7%+21.6pp | 67.9%+29.4pp |
| Annual return | -16.07% | -13.81%-2.3pp | -12.16%-3.9pp | -7.84%-8.2pp |
| Employer contribution / active EE | $2,808 | $2,193+28.0% | $2,921-3.9% | $2,596+8.1% |
| Participant deferral / active EE | $4,024 | $3,627+11.0% | $4,564-11.8% | $4,027-0.1% |
| Admin fee / account holder | $232 | $5,896-96.1% | $8,445-97.3% | $5,403-95.7% |