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 | $102,905 |
Service code 27 PO BOX 735399 · DALLAS, TX 753735399 | Advisory (Plan) | $23,524 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $19,792 |
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 | $17,659 | $30,147-41.4% | $58,482-69.8% | $80,160-78.0% |
| Participation rate | 77.2% | 34.4%+42.8pp | 50.9%+26.4pp | 72.9%+4.3pp |
| Annual return | 16.02% | 21.97%-5.9pp | 4239.32%-4223.3pp | 40.38%-24.4pp |
| Employer contribution / active EE | $644 | $528+22.0% | $1,053-38.9% | $2,978-78.4% |
| Participant deferral / active EE | $2,135 | $1,249+70.9% | $1,924+11.0% | $5,017-57.4% |
| Admin fee / account holder | $79 | $195-59.3% | $2,516-96.9% | $145-45.4% |