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 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $212,537 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 · EIN 84-1532243 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $10,479 |
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 | $23,413 | $58,336-59.9% | $97,167-75.9% | $199,768-88.3% |
| Participation rate | 74.1% | 63.8%+10.4pp | 72.7%+1.5pp | 72.0%+2.1pp |
| Annual return | 13.78% | 32.81%-19.0pp | 75.27%-61.5pp | 34.26%-20.5pp |
| Employer contribution / active EE | $990 | $1,416-30.1% | $2,729-63.7% | $3,037-67.4% |
| Participant deferral / active EE | $1,602 | $3,240-50.6% | $4,264-62.4% | $5,090-68.5% |
| Admin fee / account holder | $88 | $114-22.4% | $5,650-98.4% | $269-67.1% |