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 | $17,839 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $12,863 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $233,835 | $91,407+155.8% | $135,903+72.1% | $71,457+227.2% |
| Participation rate | 99.0% | 75.7%+23.3pp | 81.9%+17.1pp | 67.9%+31.0pp |
| Annual return | 15.44% | 29.90%-14.5pp | 68.23%-52.8pp | 28.85%-13.4pp |
| Employer contribution / active EE | $7,584 | $3,703+104.8% | $4,856+56.2% | $2,588+193.1% |
| Participant deferral / active EE | $7,749 | $7,092+9.3% | $7,758-0.1% | $4,289+80.7% |
| Admin fee / account holder | $107 | $1,266-91.6% | $10,762-99.0% | $1,587-93.3% |