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.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $7,059 |
Filed as: GALLAGHER BENEFIT SERVICES INC Service code 27 DBA GALLAGHER FIDUCIARY · CLEVELAND, OH 44114 | Advisory (Plan) | $3,396 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,416 |
Filed as: EMPOWER FINANCIAL SERVICES, INC. Service code 33 8515 E ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Securities brokerage | $25 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $25,484 | $92,090-72.3% | $106,201-76.0% | $77,671-67.2% |
| Participation rate | 96.8% | 81.0%+15.8pp | 75.3%+21.5pp | 70.6%+26.2pp |
| Annual return | 0.00% | 17.89%-17.9pp | 116.26%-116.3pp | 31.21%-31.2pp |
| Employer contribution / active EE | $1,960 | $3,368-41.8% | $3,170-38.2% | $2,726-28.1% |
| Participant deferral / active EE | $2,573 | $5,386-52.2% | $5,012-48.7% | $4,648-44.6% |
| Admin fee / account holder | $22 | $219-89.8% | $11,039-99.8% | $430-94.8% |