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 15 · EIN 84-0467907 | Recordkeeping | $301,795 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 26 · EIN 84-1532243 | Advisory (Participants) | $96,509 |
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 | $96,271 | $130,141-26.0% | $86,677+11.1% | $77,904+23.6% |
| Participation rate | 98.8% | 85.9%+12.8pp | 76.6%+22.2pp | 73.7%+25.1pp |
| Annual return | -16.68% | -12.75%-3.9pp | 35.91%-52.6pp | 12.21%-28.9pp |
| Employer contribution / active EE | $4,388 | $3,220+36.3% | $2,836+54.7% | $2,848+54.1% |
| Participant deferral / active EE | $6,424 | $5,757+11.6% | $4,656+38.0% | $4,806+33.7% |
| Admin fee / account holder | $89 | $132-32.6% | $7,493-98.8% | $133-33.0% |