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 5-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 15 · EIN 84-0467907 | Recordkeeping | $76,704 |
Service code 27 PO BOX 735399 · DALLAS, TX 753735399 | Advisory (Plan) | $48,749 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 26 · EIN 84-1532243 | Advisory (Participants) | $46,064 |
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 | $51,219 | $122,186-58.1% | $146,958-65.1% | $199,593-74.3% |
| Participation rate | 86.7% | 78.3%+8.4pp | 82.2%+4.5pp | 72.0%+14.7pp |
| Annual return | 14.30% | 30.56%-16.3pp | 418.34%-404.0pp | 34.25%-19.9pp |
| Employer contribution / active EE | $1,638 | $4,093-60.0% | $4,933-66.8% | $3,034-46.0% |
| Participant deferral / active EE | $4,530 | $8,502-46.7% | $8,070-43.9% | $5,087-10.9% |
| Admin fee / account holder | $59 | $179-67.1% | $12,998-99.5% | $269-78.2% |