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 | $34,576 |
Service code 55 5707 SOUTHWEST PKWY · AUSTIN, TX 78735 | Other Commissions | $13,279 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $791 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $14,450 | $60,989-76.3% | $60,874-76.3% | $66,914-78.4% |
| Participation rate | 94.9% | 74.5%+20.4pp | 73.1%+21.8pp | 69.8%+25.1pp |
| Annual return | -17.57% | -9.60%-8.0pp | 16.90%-34.5pp | 1.58%-19.2pp |
| Employer contribution / active EE | $1,542 | $2,661-42.0% | $2,701-42.9% | $2,544-39.4% |
| Participant deferral / active EE | $3,401 | $3,615-5.9% | $3,817-10.9% | $4,237-19.7% |
| Admin fee / account holder | $120 | $338-64.6% | $3,224-96.3% | $593-79.8% |