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 ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $4,538 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $4,017 |
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).
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 | $22,900 | $80,968-71.7% | $96,544-76.3% | $75,163-69.5% |
| Participation rate | 93.8% | 71.8%+22.1pp | 76.0%+17.9pp | 67.2%+26.6pp |
| Annual return | 14.08% | 27.06%-13.0pp | 25.84%-11.8pp | 160.62%-146.5pp |
| Employer contribution / active EE | $977 | $2,282-57.2% | $2,965-67.1% | $2,670-63.4% |
| Participant deferral / active EE | $5,288 | $3,928+34.6% | $4,851+9.0% | $4,125+28.2% |
| Admin fee / account holder | $37 | $6,724-99.5% | $8,252-99.6% | $5,651-99.4% |