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 | $45,137 |
Filed as: CAMBRIDGE INVESTMENT RESEARCH INC Service code 55 1776 PLEASANT PLAIN RD · FAIRFIELD, IA 52556 | Other Commissions | $23,921 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,537 |
Service code 99 1801 CALIFORNIA ST · DENVER, CO 80202 | Other Fees | $1,030 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $30,874 | $61,272-49.6% | $149,673-79.4% | $71,457-56.8% |
| Participation rate | 68.0% | 62.5%+5.5pp | 78.8%-10.7pp | 67.9%+0.1pp |
| Annual return | 20.02% | 35.85%-15.8pp | 134.42%-114.4pp | 28.85%-8.8pp |
| Employer contribution / active EE | $1,725 | $2,378-27.5% | $4,818-64.2% | $2,588-33.3% |
| Participant deferral / active EE | $3,331 | $2,917+14.2% | $5,680-41.4% | $4,289-22.3% |
| Admin fee / account holder | $223 | $1,261-82.3% | $13,210-98.3% | $1,587-86.0% |