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 | $94,085 |
JANNEY MONTGOMERY SCOTT LLC5 years Service code 27 1717 ARCH ST · PHILADELPHIA, PA 19103 | Advisory (Plan) | $67,808 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $17,514 |
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 | $40,954 | $122,186-66.5% | $146,958-72.1% | $199,593-79.5% |
| Participation rate | 88.3% | 78.3%+10.0pp | 82.2%+6.2pp | 72.0%+16.3pp |
| Annual return | 17.08% | 30.56%-13.5pp | 418.34%-401.3pp | 34.25%-17.2pp |
| Employer contribution / active EE | $2,339 | $4,093-42.9% | $4,933-52.6% | $3,034-22.9% |
| Participant deferral / active EE | $4,827 | $8,502-43.2% | $8,070-40.2% | $5,087-5.1% |
| Admin fee / account holder | $68 | $179-61.9% | $12,998-99.5% | $269-74.7% |