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 8-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 | $40,592 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $2,570 |
Employer contribution per participant 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.
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 | $9,912 | $49,808-80.1% | $95,745-89.6% | $74,419-86.7% |
| Participation rate | 73.1% | 66.6%+6.5pp | 72.3%+0.8pp | 70.7%+2.4pp |
| Annual return | 50.24% | 24.91%+25.3pp | 28.35%+21.9pp | 34.38%+15.9pp |
| Employer contribution / active EE | $0 | $1,639-100.0% | $2,835-100.0% | $2,637-100.0% |
| Participant deferral / active EE | $3,129 | $3,739-16.3% | $4,245-26.3% | $4,528-30.9% |
| Admin fee / account holder | $54 | $311-82.7% | $5,678-99.1% | $348-84.5% |