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 | $30,587 |
Service code 27 9855 W 78TH ST STE 100 · EDEN PRAIRIE, MN 55344 | Advisory (Plan) | $25,676 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $3,355 |
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 | $39,404 | $62,127-36.6% | $81,382-51.6% | $74,495-47.1% |
| Participation rate | 78.1% | 64.0%+14.1pp | 69.5%+8.6pp | 67.2%+10.9pp |
| Annual return | 13.02% | 16.48%-3.5pp | 24.73%-11.7pp | 1364.94%-1351.9pp |
| Employer contribution / active EE | $1,797 | $1,882-4.5% | $2,463-27.0% | $2,623-31.5% |
| Participant deferral / active EE | $3,030 | $3,229-6.1% | $3,883-22.0% | $4,346-30.3% |
| Admin fee / account holder | $258 | $1,934-86.7% | $5,768-95.5% | $1,942-86.7% |