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 O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $2,963 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,303 |
THE VANGUARD GROUP, INC.8 years Service code 15 · EIN 23-1945930 | Recordkeeping | $1,007 |
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 | $102,384 | $44,960+127.7% | $84,966+20.5% | $74,495+37.4% |
| Participation rate | 96.0% | 49.4%+46.7pp | 67.5%+28.5pp | 67.2%+28.8pp |
| Annual return | 20.08% | 26.24%-6.2pp | 66.38%-46.3pp | 1364.94%-1344.9pp |
| Employer contribution / active EE | $6,107 | $1,457+319.1% | $2,727+123.9% | $2,623+132.8% |
| Participant deferral / active EE | $12,410 | $2,731+354.5% | $4,519+174.6% | $4,346+185.6% |
| Admin fee / account holder | $24 | $2,209-98.9% | $6,149-99.6% | $1,942-98.8% |