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 | $37,299 |
Service code 27 11101 SWITZER RD STE 200 · OVERLAND PARK, KS 66210 | Advisory (Plan) | $20,169 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $16,289 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant 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 | $37,233 | $42,353-12.1% | $79,550-53.2% | $64,808-42.5% |
| Participation rate | 34.5% | 64.8%-30.3pp | 69.5%-35.0pp | 71.5%-37.0pp |
| Annual return | -14.52% | -12.24%-2.3pp | 0.16%-14.7pp | 32.82%-47.3pp |
| Employer contribution / active EE | $309 | $1,181-73.8% | $2,413-87.2% | $2,506-87.7% |
| Participant deferral / active EE | $2,436 | $3,170-23.2% | $3,985-38.9% | $4,310-43.5% |
| Admin fee / account holder | $177 | $160+11.1% | $6,832-97.4% | $188-5.6% |