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 9-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 LIFE & ANNUITY INSURANCE CO Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD, CO 80111 | Recordkeeping Fees | $33,984 |
Filed as: JP MORGAN BROKER-DEALER HOLDINGS Service code 27 PO BOX 681131 · CHICAGO, IL 60695 | Advisory (Plan) | $14,563 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $7,194 |
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 | $22,063 | $56,638-61.0% | $169,368-87.0% | $74,419-70.4% |
| Participation rate | 82.2% | 67.5%+14.7pp | 77.1%+5.0pp | 70.7%+11.5pp |
| Annual return | 28.82% | 24.75%+4.1pp | 405.60%-376.8pp | 34.38%-5.6pp |
| Employer contribution / active EE | $2,305 | $2,027+13.7% | $4,013-42.5% | $2,637-12.6% |
| Participant deferral / active EE | $4,785 | $4,223+13.3% | $6,221-23.1% | $4,528+5.7% |
| Admin fee / account holder | $157 | $307-48.9% | $9,003-98.3% | $348-55.0% |