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 Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $72,800 |
JP MORGAN SECURITIES LLC1 year Filed as: J P MORGAN BROKER-DEALER HOLDINGS Service code 27 277 PARK AVENUE 2ND FL · NEW YORK, NY 10172 | Advisory (Plan) | $23,408 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $12,666 |
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 | $29,650 | $62,624-52.7% | $177,989-83.3% | $77,643-61.8% |
| Participation rate | 82.5% | 66.8%+15.7pp | 77.1%+5.4pp | 70.6%+11.9pp |
| Annual return | 19.64% | 16.16%+3.5pp | 294.48%-274.8pp | 31.24%-11.6pp |
| Employer contribution / active EE | $2,305 | $1,909+20.7% | $3,949-41.6% | $2,726-15.4% |
| Participant deferral / active EE | $5,120 | $4,219+21.4% | $6,276-18.4% | $4,647+10.2% |
| Admin fee / account holder | $290 | $386-25.0% | $10,363-97.2% | $430-32.7% |