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 O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $18,322 |
Service code 27 11101 SWITZER RD STE 200 · OVERLAND PARK, KS 66210 | Advisory (Plan) | $14,822 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,357 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $41,633 | $56,423-26.2% | $77,163-46.0% | $71,457-41.7% |
| Participation rate | 95.9% | 64.3%+31.6pp | 69.6%+26.4pp | 67.9%+28.0pp |
| Annual return | 9.31% | 19.05%-9.7pp | 37.87%-28.6pp | 28.85%-19.5pp |
| Employer contribution / active EE | $2,656 | $1,866+42.3% | $2,535+4.8% | $2,588+2.6% |
| Participant deferral / active EE | $3,322 | $3,142+5.7% | $3,833-13.4% | $4,289-22.6% |
| Admin fee / account holder | $194 | $1,429-86.4% | $5,472-96.5% | $1,587-87.8% |