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 6-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 Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $11,075 |
Service code 27 1400 AMERICAN BLVD BLDG #4 · PENNINGTON, NJ 08534 | Advisory (Plan) | $4,741 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $53 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $8,048 | $56,423-85.7% | $77,163-89.6% | $71,457-88.7% |
| Participation rate | 92.2% | 64.3%+27.9pp | 69.6%+22.7pp | 67.9%+24.3pp |
| Annual return | 16.03% | 19.05%-3.0pp | 37.87%-21.8pp | 28.85%-12.8pp |
| Employer contribution / active EE | $765 | $1,866-59.0% | $2,535-69.8% | $2,588-70.4% |
| Participant deferral / active EE | $1,999 | $3,142-36.4% | $3,833-47.8% | $4,289-53.4% |
| Admin fee / account holder | $129 | $1,429-91.0% | $5,472-97.6% | $1,587-91.9% |