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 ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $251,226 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $37,064 |
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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,038 | $112,623-72.4% | $106,201-70.8% | $199,768-84.5% |
| Participation rate | 95.6% | 86.2%+9.4pp | 75.3%+20.3pp | 72.0%+23.6pp |
| Annual return | 13.61% | 15.57%-2.0pp | 116.26%-102.7pp | 34.26%-20.7pp |
| Employer contribution / active EE | $2,031 | $4,575-55.6% | $3,170-35.9% | $3,037-33.1% |
| Participant deferral / active EE | $4,646 | $6,659-30.2% | $5,012-7.3% | $5,090-8.7% |
| Admin fee / account holder | $142 | $107+32.5% | $11,039-98.7% | $269-47.3% |