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 | $57,115 |
Service code 55 5707 SOUTHWEST PKWY · AUSTIN, TX 78735 | Other Commissions | $35,599 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $9,097 |
Service code 99 3071 PEARL ROAD · MEDINA, OH 44256 | Other Fees | $400 |
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 | $41,986 | $42,353-0.9% | $79,550-47.2% | $64,808-35.2% |
| Participation rate | 55.0% | 64.8%-9.7pp | 69.5%-14.5pp | 71.5%-16.4pp |
| Annual return | -14.21% | -12.24%-2.0pp | 0.16%-14.4pp | 32.82%-47.0pp |
| Employer contribution / active EE | $156 | $1,181-86.7% | $2,413-93.5% | $2,506-93.8% |
| Participant deferral / active EE | $3,105 | $3,170-2.1% | $3,985-22.1% | $4,310-28.0% |
| Admin fee / account holder | $163 | $160+2.4% | $6,832-97.6% | $188-12.9% |