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 | $22,932 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $6,777 |
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 | $94,971 | $78,485+21.0% | $106,213-10.6% | $74,495+27.5% |
| Participation rate | 93.2% | 72.8%+20.4pp | 75.3%+17.9pp | 67.2%+26.0pp |
| Annual return | 16.51% | 15.95%+0.6pp | 116.14%-99.6pp | 1364.94%-1348.4pp |
| Employer contribution / active EE | $3,350 | $2,523+32.8% | $3,171+5.6% | $2,623+27.7% |
| Participant deferral / active EE | $5,667 | $4,322+31.1% | $5,016+13.0% | $4,346+30.4% |
| Admin fee / account holder | $211 | $2,232-90.6% | $11,033-98.1% | $1,942-89.1% |