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 |
|---|---|---|
Service code 13 · EIN 39-1974154 6737 WEST WASHINGTON STREET · MILWAUKEE, WI 53214 | Contract Administrator | $19,727 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $6,489 |
Filed as: EMPOWER ANNUITY INSURANCE CO OF AME Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $260 |
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 | $13,096 | $53,165-75.4% | $86,188-84.8% | $74,419-82.4% |
| Participation rate | 86.1% | 64.9%+21.3pp | 69.0%+17.2pp | 70.7%+15.4pp |
| Annual return | 24.56% | 22.64%+1.9pp | 1168.45%-1143.9pp | 34.38%-9.8pp |
| Employer contribution / active EE | $342 | $1,210-71.7% | $2,380-85.6% | $2,637-87.0% |
| Participant deferral / active EE | $2,289 | $3,234-29.2% | $3,985-42.6% | $4,528-49.4% |
| Admin fee / account holder | $65 | $551-88.2% | $6,852-99.0% | $348-81.2% |