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 | $28,013 |
Service code 27 11101 SWITZER RD STE 200 · OVERLAND PARK, KS 66210 | Advisory (Plan) | $8,086 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $684 |
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 | $24,944 | $63,442-60.7% | $68,791-63.7% | $66,914-62.7% |
| Participation rate | 74.4% | 60.0%+14.4pp | 69.0%+5.3pp | 69.8%+4.6pp |
| Annual return | -14.81% | -8.29%-6.5pp | -6.38%-8.4pp | 1.58%-16.4pp |
| Employer contribution / active EE | $576 | $1,775-67.5% | $2,655-78.3% | $2,544-77.4% |
| Participant deferral / active EE | $2,011 | $2,945-31.7% | $3,941-49.0% | $4,237-52.5% |
| Admin fee / account holder | $204 | $577-64.6% | $4,932-95.9% | $593-65.6% |