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 Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $65,958 |
Service code 27 11101 SWITZER RD STE 200 · OVERLAND PARK, KS 66210 | Advisory (Plan) | $25,217 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $16,084 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $80,967 | $64,612+25.3% | $86,436-6.3% | $64,808+24.9% |
| Participation rate | 52.9% | 81.5%-28.6pp | 80.3%-27.4pp | 71.5%-18.6pp |
| Annual return | -24.08% | 0.66%-24.7pp | 4394.89%-4419.0pp | 32.82%-56.9pp |
| Employer contribution / active EE | $1,226 | $2,744-55.3% | $3,769-67.5% | $2,506-51.1% |
| Participant deferral / active EE | $5,146 | $7,497-31.4% | $6,952-26.0% | $4,310+19.4% |
| Admin fee / account holder | -$29 | $169-117.4% | $6,731-100.4% | $188-115.7% |