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 | $10,583 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $3,818 |
Service code 27 4340 REDWOOD HWY · SAN RAFAEL, CA 94903 | Advisory (Plan) | $54 |
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 | $188,456 | $50,982+269.7% | $154,803+21.7% | $85,563+120.3% |
| Participation rate | 98.6% | 59.8%+38.8pp | 78.1%+20.5pp | 66.0%+32.6pp |
| Annual return | 16.47% | 30.35%-13.9pp | 58.88%-42.4pp | 31.51%-15.0pp |
| Employer contribution / active EE | $6,180 | $1,708+261.8% | $4,305+43.5% | $2,654+132.9% |
| Participant deferral / active EE | $7,091 | $2,474+186.6% | $5,540+28.0% | $4,375+62.1% |
| Admin fee / account holder | $25 | $846-97.0% | $14,329-99.8% | $834-97.0% |