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 9-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 12671 HIGH BLUFF DRIVE STE 200 · SAN DIEGO, CA 92130 | Advisory (Plan) | $104,612 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $10,595 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $3,748 |
Participant 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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $114,417 | $89,808+27.4% | $100,391+14.0% | $77,643+47.4% |
| Participation rate | 73.2% | 81.2%-8.0pp | 81.5%-8.2pp | 70.6%+2.7pp |
| Annual return | 14.37% | 20.62%-6.3pp | 49.20%-34.8pp | 31.24%-16.9pp |
| Employer contribution / active EE | $1,179 | $3,039-61.2% | $3,942-70.1% | $2,726-56.7% |
| Participant deferral / active EE | $2,846 | $8,284-65.6% | $8,082-64.8% | $4,647-38.8% |
| Admin fee / account holder | $0 | $174-100.0% | $7,899-100.0% | $430-100.0% |