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 3-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 | $123,154 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $33,094 |
GRANT THORNTON LLP1 year Service code 10 33562 TREASURY CENTER · CHICAGO, IL 606943500 | Accounting | $5,500 |
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 | $74,208 | $122,186-39.3% | $146,958-49.5% | $199,593-62.8% |
| Participation rate | 78.6% | 78.3%+0.3pp | 82.2%-3.5pp | 72.0%+6.7pp |
| Annual return | 51.19% | 30.56%+20.6pp | 418.34%-367.1pp | 34.25%+16.9pp |
| Employer contribution / active EE | $3,132 | $4,093-23.5% | $4,933-36.5% | $3,034+3.2% |
| Participant deferral / active EE | $6,051 | $8,502-28.8% | $8,070-25.0% | $5,087+19.0% |
| Admin fee / account holder | $164 | $179-8.0% | $12,998-98.7% | $269-38.9% |