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 ADVISORY GROUP, LLC Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $28,724 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $71 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $46,729 | $30,588+52.8% | $53,898-13.3% | $85,563-45.4% |
| Participation rate | 90.1% | 26.3%+63.7pp | 55.0%+35.1pp | 66.0%+24.1pp |
| Annual return | 10.81% | 50.42%-39.6pp | 528.60%-517.8pp | 31.51%-20.7pp |
| Employer contribution / active EE | $569 | $436+30.5% | $932-39.0% | $2,654-78.6% |
| Participant deferral / active EE | $2,068 | $848+143.8% | $1,826+13.2% | $4,375-52.7% |
| Admin fee / account holder | $54 | $1,879-97.1% | $2,491-97.8% | $834-93.5% |