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 | $8,116 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,847 |
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 | $74,217 | $64,119+15.7% | $112,228-33.9% | $66,914+10.9% |
| Participation rate | 94.7% | 68.5%+26.3pp | 75.1%+19.7pp | 69.8%+24.9pp |
| Annual return | -12.99% | -13.81%+0.8pp | 27.45%-40.4pp | 1.58%-14.6pp |
| Employer contribution / active EE | $2,699 | $3,005-10.2% | $3,635-25.7% | $2,544+6.1% |
| Participant deferral / active EE | $5,164 | $3,693+39.8% | $4,728+9.2% | $4,237+21.9% |
| Admin fee / account holder | $62 | $625-90.0% | $6,410-99.0% | $593-89.5% |