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 | $22,011 |
Service code 99 3707 W MAPLE RD · BLOOMFIELD HILLS, MI 48301 | Other Fees | $19,333 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $70 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $22,861 | $99,078-76.9% | $96,544-76.3% | $74,419-69.3% |
| Participation rate | 89.8% | 80.7%+9.1pp | 76.0%+13.8pp | 70.7%+19.1pp |
| Annual return | 15.51% | 22.48%-7.0pp | 25.84%-10.3pp | 34.38%-18.9pp |
| Employer contribution / active EE | $954 | $2,570-62.9% | $2,965-67.8% | $2,637-63.8% |
| Participant deferral / active EE | $1,221 | $4,933-75.2% | $4,851-74.8% | $4,528-73.0% |
| Admin fee / account holder | $120 | $225-46.6% | $8,252-98.5% | $348-65.5% |