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 | $86,944-40.0% | $107,525-51.5% | $74,304-29.8% |
| Participation rate | 92.1% | 59.6%+32.6pp | 75.1%+17.1pp | 60.3%+31.8pp |
| Annual return | 12.71% | 23.52%-10.8pp | 181.32%-168.6pp | 29.43%-16.7pp |
| Employer contribution / active EE | $6,932 | $2,757+151.5% | $3,754+84.7% | $2,241+209.3% |
| Participant deferral / active EE | $6,068 | $3,554+70.7% | $5,116+18.6% | $3,767+61.1% |
| Admin fee / account holder | $413 | $3,727-88.9% | $8,919-95.4% | $2,969-86.1% |