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 Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $25,387 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $5,446 |
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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,643 | $72,607-6.8% | $90,749-25.5% | $66,914+1.1% |
| Participation rate | 94.1% | 73.7%+20.4pp | 75.7%+18.4pp | 69.8%+24.3pp |
| Annual return | -20.21% | -12.28%-7.9pp | -12.16%-8.0pp | 1.58%-21.8pp |
| Employer contribution / active EE | $3,368 | $2,369+42.2% | $2,921+15.3% | $2,544+32.4% |
| Participant deferral / active EE | $5,179 | $3,977+30.2% | $4,564+13.5% | $4,237+22.2% |
| Admin fee / account holder | $237 | $707-66.4% | $8,445-97.2% | $593-60.0% |