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 5-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 Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $4,512 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,194 |
Filed as: EMPOWER FINANCIAL SERVICES, INC. Service code 59 8515 E ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Shareholder Servicing | $0 |
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 | $130,597 | $119,446+9.3% | $150,045-13.0% | $85,563+52.6% |
| Participation rate | 97.7% | 75.4%+22.3pp | 82.3%+15.4pp | 66.0%+31.7pp |
| Annual return | 22.98% | 23.72%-0.7pp | 62.55%-39.6pp | 31.51%-8.5pp |
| Employer contribution / active EE | $6,681 | $4,078+63.8% | $4,693+42.4% | $2,654+151.8% |
| Participant deferral / active EE | $11,926 | $7,985+49.4% | $7,997+49.1% | $4,375+172.6% |
| Admin fee / account holder | $12 | $548-97.8% | $13,435-99.9% | $834-98.6% |