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 |
|---|---|---|
Service code 27 PO BOX 735399 · DALLAS, TX 753735399 | Advisory (Plan) | $20,648 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $19,747 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $18,397 |
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 | $42,403 | $53,165-20.2% | $86,188-50.8% | $74,419-43.0% |
| Participation rate | 33.7% | 64.9%-31.1pp | 69.0%-35.2pp | 70.7%-37.0pp |
| Annual return | 15.94% | 22.64%-6.7pp | 1168.45%-1152.5pp | 34.38%-18.4pp |
| Employer contribution / active EE | $301 | $1,210-75.1% | $2,380-87.4% | $2,637-88.6% |
| Participant deferral / active EE | $2,239 | $3,234-30.8% | $3,985-43.8% | $4,528-50.6% |
| Admin fee / account holder | $143 | $551-74.1% | $6,852-97.9% | $348-58.9% |