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 15 · EIN 84-1532243 | Recordkeeping | $223,605 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 26 · EIN 84-1532243 | Advisory (Participants) | $178,437 |
Service code 16 · EIN 34-1820650 | Consulting | $600 |
Filed as: EMPOWER FINANCIAL SERVICES, INC. Service code 33 · EIN 84-0965407 | Other investment fees and expenses; S... | $70 |
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 | $64,093 | $56,467+13.5% | $95,585-32.9% | $102,872-37.7% |
| Participation rate | 76.0% | 62.1%+13.9pp | 72.1%+3.9pp | 73.0%+3.0pp |
| Annual return | 15.25% | 17.94%-2.7pp | 38.56%-23.3pp | 19.06%-3.8pp |
| Employer contribution / active EE | $1,185 | $1,216-2.5% | $2,527-53.1% | $3,526-66.4% |
| Participant deferral / active EE | $3,052 | $3,007+1.5% | $4,023-24.1% | $5,535-44.9% |
| Admin fee / account holder | $93 | $112-16.9% | $6,127-98.5% | $292-68.1% |