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 6-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 | $27,495 |
Service code 27 4340 REDWOOD HWY · SAN RAFAEL, CA 94903 | Advisory (Plan) | $12,555 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $2,852 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $13,434 | $82,202-83.7% | $125,339-89.3% | $64,808-79.3% |
| Participation rate | 92.4% | 77.9%+14.6pp | 82.4%+10.1pp | 71.5%+21.0pp |
| Annual return | 7.80% | 3.48%+4.3pp | 572.05%-564.2pp | 32.82%-25.0pp |
| Employer contribution / active EE | $1,550 | $3,615-57.1% | $4,814-67.8% | $2,506-38.2% |
| Participant deferral / active EE | $5,661 | $7,175-21.1% | $7,446-24.0% | $4,310+31.3% |
| Admin fee / account holder | $86 | $163-47.4% | $10,010-99.1% | $188-54.3% |