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 |
|---|---|---|
Service code 27 2301 ROSECRANS AVE., #5100 · EL SEGUNDO, CA 902455670 | Advisory (Plan) | $13,060 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,077 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $251 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,691 | $37,393-31.3% | $77,024-66.6% | $66,914-61.6% |
| Participation rate | 53.2% | 52.9%+0.3pp | 67.9%-14.7pp | 69.8%-16.6pp |
| Annual return | -15.78% | -3.29%-12.5pp | 42.32%-58.1pp | 1.58%-17.4pp |
| Employer contribution / active EE | $2,152 | $1,531+40.5% | $2,812-23.5% | $2,544-15.4% |
| Participant deferral / active EE | $3,915 | $2,617+49.6% | $4,426-11.6% | $4,237-7.6% |
| Admin fee / account holder | $120 | $567-78.9% | $5,425-97.8% | $593-79.8% |