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 |
|---|---|---|
Service code 27 1445 ROSS AVE STE 2700 · DALLAS, TX 75202 | Advisory (Plan) | $120,417 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $26,428 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $24,355 |
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 | $92,016 | $106,110-13.3% | $147,005-37.4% | $77,671+18.5% |
| Participation rate | 79.5% | 78.4%+1.1pp | 82.2%-2.7pp | 70.6%+8.9pp |
| Annual return | 107.94% | 56.77%+51.2pp | 418.76%-310.8pp | 31.21%+76.7pp |
| Employer contribution / active EE | $3,095 | $4,065-23.9% | $4,934-37.3% | $2,726+13.5% |
| Participant deferral / active EE | $6,764 | $7,992-15.4% | $8,070-16.2% | $4,648+45.5% |
| Admin fee / account holder | $252 | $338-25.3% | $13,006-98.1% | $430-41.4% |