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.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $11,842 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $610 |
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 | $88,924 | $51,045+74.2% | $70,515+26.1% | $71,457+24.4% |
| Participation rate | 81.4% | 59.4%+22.0pp | 68.3%+13.1pp | 67.9%+13.5pp |
| Annual return | 0.00% | 42.63%-42.6pp | 32.77%-32.8pp | 28.85%-28.8pp |
| Employer contribution / active EE | $6,576 | $1,790+267.3% | $2,973+121.1% | $2,588+154.1% |
| Participant deferral / active EE | $9,005 | $3,026+197.6% | $4,567+97.2% | $4,289+110.0% |
| Admin fee / account holder | $85 | $1,994-95.8% | $6,412-98.7% | $1,587-94.7% |