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 | $33,453 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,226 |
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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $10,211 | $42,353-75.9% | $79,550-87.2% | $64,808-84.2% |
| Participation rate | 80.4% | 64.8%+15.6pp | 69.5%+10.9pp | 71.5%+8.9pp |
| Annual return | -11.96% | -12.24%+0.3pp | 0.16%-12.1pp | 32.82%-44.8pp |
| Employer contribution / active EE | $636 | $1,181-46.1% | $2,413-73.6% | $2,506-74.6% |
| Participant deferral / active EE | $2,824 | $3,170-10.9% | $3,985-29.1% | $4,310-34.5% |
| Admin fee / account holder | $80 | $160-49.9% | $6,832-98.8% | $188-57.4% |