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 | $10,348 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $2,942 |
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 | $75,810 | $76,670-1.1% | $96,683-21.6% | $71,457+6.1% |
| Participation rate | 94.2% | 66.6%+27.6pp | 74.3%+19.9pp | 67.9%+26.3pp |
| Annual return | 13.10% | 48.29%-35.2pp | 35.69%-22.6pp | 28.85%-15.7pp |
| Employer contribution / active EE | $4,167 | $3,031+37.4% | $3,737+11.5% | $2,588+61.0% |
| Participant deferral / active EE | $6,497 | $3,771+72.3% | $4,878+33.2% | $4,289+51.5% |
| Admin fee / account holder | $74 | $2,028-96.4% | $6,730-98.9% | $1,587-95.3% |