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 |
|---|---|---|
Service code 27 PO BOX 735399 · DALLAS, TX 753735399 | Advisory (Plan) | $47,334 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $11,932 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $4,260 |
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 | $87,316 | $88,890-1.8% | $102,423-14.8% | $77,643+12.5% |
| Participation rate | 98.5% | 80.9%+17.6pp | 76.5%+22.0pp | 70.6%+27.9pp |
| Annual return | 13.02% | 24.98%-12.0pp | 29.32%-16.3pp | 31.24%-18.2pp |
| Employer contribution / active EE | $4,174 | $2,698+54.7% | $3,023+38.1% | $2,726+53.1% |
| Participant deferral / active EE | $4,813 | $5,145-6.5% | $5,053-4.8% | $4,647+3.6% |
| Admin fee / account holder | $212 | $235-10.1% | $9,451-97.8% | $430-50.8% |