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 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $19,294 |
Service code 27 4340 REDWOOD HWY · SAN RAFAEL, CA 94903 | Advisory (Plan) | $16,170 |
Service code 27 722 ESSINGTON RD STE A · JOLIET, IL 60435 | Advisory (Plan) | $12,427 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $6,318 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $44,781 | $59,402-24.6% | $93,654-52.2% | $74,546-39.9% |
| Participation rate | 60.5% | 59.7%+0.9pp | 68.7%-8.2pp | 67.2%-6.7pp |
| Annual return | 12.29% | 81.86%-69.6pp | 133.34%-121.0pp | 1366.03%-1353.7pp |
| Employer contribution / active EE | $1,925 | $1,265+52.2% | $2,421-20.5% | $2,624-26.6% |
| Participant deferral / active EE | $6,541 | $3,049+114.5% | $4,413+48.2% | $4,347+50.4% |
| Admin fee / account holder | $246 | $3,023-91.8% | $8,282-97.0% | $1,944-87.3% |