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 | $31,220 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $123 |
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 | $78,965 | $78,9760% | $100,383-21.3% | $74,546+5.9% |
| Participation rate | 82.9% | 79.5%+3.4pp | 81.5%+1.4pp | 67.2%+15.7pp |
| Annual return | 16.12% | 20.62%-4.5pp | 49.26%-33.1pp | 1366.03%-1349.9pp |
| Employer contribution / active EE | $5,469 | $3,019+81.2% | $3,944+38.7% | $2,624+108.4% |
| Participant deferral / active EE | $9,847 | $7,758+26.9% | $8,086+21.8% | $4,347+126.5% |
| Admin fee / account holder | $202 | $1,330-84.8% | $7,900-97.4% | $1,944-89.6% |