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 ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $6,196 |
Service code 13 · EIN 39-1974154 6737 WEST WASHINGTON STREET · MILWAUKEE, WI 53214 | Contract Administrator | $5,177 |
Filed as: EMPOWER ANNUITY INSURANCE CO OF AME Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $2,699 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $16,905 | $42,353-60.1% | $79,550-78.7% | $64,808-73.9% |
| Participation rate | 79.2% | 64.8%+14.5pp | 69.5%+9.8pp | 71.5%+7.8pp |
| Annual return | -14.95% | -12.24%-2.7pp | 0.16%-15.1pp | 32.82%-47.8pp |
| Employer contribution / active EE | $388 | $1,181-67.1% | $2,413-83.9% | $2,506-84.5% |
| Participant deferral / active EE | $2,898 | $3,170-8.6% | $3,985-27.3% | $4,310-32.8% |
| Admin fee / account holder | $102 | $160-36.3% | $6,832-98.5% | $188-45.8% |