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 | $12,047 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $4,200 |
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 | $65,928 | $86,655-23.9% | $119,609-44.9% | $66,914-1.5% |
| Participation rate | 98.0% | 75.6%+22.5pp | 79.3%+18.8pp | 69.8%+28.2pp |
| Annual return | -16.98% | -8.00%-9.0pp | -14.97%-2.0pp | 1.58%-18.6pp |
| Employer contribution / active EE | $3,276 | $2,536+29.2% | $4,232-22.6% | $2,544+28.8% |
| Participant deferral / active EE | $8,383 | $4,358+92.4% | $5,602+49.6% | $4,237+97.9% |
| Admin fee / account holder | $77 | $755-89.8% | $10,323-99.3% | $593-87.1% |