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 | $50,605 |
Service code 55 5707 SOUTHWEST PKWY · AUSTIN, TX 78735 | Other Commissions | $19,380 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $2,125 |
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).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,943 | $69,763-65.7% | $67,502-64.5% | $74,495-67.9% |
| Participation rate | 98.7% | 71.4%+27.3pp | 72.9%+25.8pp | 67.2%+31.5pp |
| Annual return | 14.31% | -40.34%+54.7pp | 3512.12%-3497.8pp | 1364.94%-1350.6pp |
| Employer contribution / active EE | $1,862 | $2,704-31.1% | $2,731-31.8% | $2,623-29.0% |
| Participant deferral / active EE | $3,917 | $3,636+7.7% | $4,000-2.1% | $4,346-9.9% |
| Admin fee / account holder | $167 | $896-81.4% | $3,998-95.8% | $1,942-91.4% |