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 7-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 | $15,574 |
HAYS FINANCIAL GROUP3 years Filed as: HAYS GROUP INC DBA HAYS COMPANIES Service code 27 80TH S 8TH ST STE 700 · MINNEAPOLIS, MN 55402 | Advisory (Plan) | $15,564 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $199 |
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 | $27,108 | $58,923-54.0% | $97,167-72.1% | $74,546-63.6% |
| Participation rate | 79.7% | 63.6%+16.1pp | 72.7%+7.0pp | 67.2%+12.5pp |
| Annual return | 40.67% | 16.04%+24.6pp | 75.27%-34.6pp | 1366.03%-1325.4pp |
| Employer contribution / active EE | $2,076 | $1,894+9.6% | $2,729-23.9% | $2,624-20.9% |
| Participant deferral / active EE | $3,761 | $3,664+2.6% | $4,264-11.8% | $4,347-13.5% |
| Admin fee / account holder | $184 | $1,974-90.7% | $5,650-96.7% | $1,944-90.5% |