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 RD · GREENWOOD, CO 80111 | Recordkeeping Fees | $41,986 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $611 |
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 | $111,600 | $80,724+38.2% | $103,333+8.0% | $74,495+49.8% |
| Participation rate | 91.7% | 65.7%+26.0pp | 74.5%+17.2pp | 67.2%+24.5pp |
| Annual return | 15.27% | 27.56%-12.3pp | 24.88%-9.6pp | 1364.94%-1349.7pp |
| Employer contribution / active EE | $3,051 | $3,157-3.4% | $3,868-21.1% | $2,623+16.3% |
| Participant deferral / active EE | $7,777 | $3,860+101.5% | $5,057+53.8% | $4,346+79.0% |
| Admin fee / account holder | $201 | $2,368-91.5% | $8,355-97.6% | $1,942-89.7% |