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 |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $6,730 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $2,652 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $27,510 | $49,451-44.4% | $79,550-65.4% | $66,914-58.9% |
| Participation rate | 40.9% | 61.3%-20.5pp | 69.5%-28.6pp | 69.8%-28.9pp |
| Annual return | -13.37% | 84.25%-97.6pp | 0.16%-13.5pp | 1.58%-14.9pp |
| Employer contribution / active EE | $354 | $1,266-72.0% | $2,413-85.3% | $2,544-86.1% |
| Participant deferral / active EE | $1,514 | $3,159-52.1% | $3,985-62.0% | $4,237-64.3% |
| Admin fee / account holder | $118 | $595-80.1% | $6,832-98.3% | $593-80.0% |