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 |
|---|---|---|
Service code 27 PO BOX 735399 · DALLAS, TX 753735399 | Advisory (Plan) | $24,224 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $19,378 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $15,494 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,172 | $83,369-37.4% | $105,223-50.4% | $67,986-23.3% |
| Participation rate | 92.1% | 56.3%+35.9pp | 75.0%+17.1pp | 57.2%+34.9pp |
| Annual return | 12.71% | 24.64%-11.9pp | 180.65%-167.9pp | 31.67%-19.0pp |
| Employer contribution / active EE | $6,932 | $2,541+172.8% | $3,689+87.9% | $2,019+243.4% |
| Participant deferral / active EE | $6,068 | $3,295+84.1% | $5,072+19.6% | $3,358+80.7% |
| Admin fee / account holder | $413 | $4,073-89.9% | $8,859-95.3% | $3,203-87.1% |