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 | $124,459 |
Service code 27 4340 REDWOOD HWY · SAN RAFAEL, CA 94903 | Advisory (Plan) | $64,479 |
MRPR GROUP PC1 year Service code 10 28411 NORTHWESTERN HWY STE 800 · SOUTHFIELD, MI 480345538 | Accounting | $14,000 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,805 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $56,659 | $53,345+6.2% | $121,098-53.2% | $74,419-23.9% |
| Participation rate | 61.7% | 60.0%+1.7pp | 69.5%-7.8pp | 70.7%-9.0pp |
| Annual return | 16.53% | 35.15%-18.6pp | 985.75%-969.2pp | 34.38%-17.8pp |
| Employer contribution / active EE | $1,835 | $1,898-3.4% | $4,164-55.9% | $2,637-30.4% |
| Participant deferral / active EE | $2,169 | $3,221-32.7% | $4,080-46.8% | $4,528-52.1% |
| Admin fee / account holder | $265 | $382-30.6% | $5,644-95.3% | $348-23.8% |