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 | $16,675 |
LPL FINANCIAL6 years Service code 27 PO BOX 502533 · SAN DIEGO, CA 92150 | Advisory (Plan) | $13,922 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $9,988 |
Filed as: GWFS EQUITIES 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 | $111,511 | $84,487+32.0% | $125,339-11.0% | $66,914+66.6% |
| Participation rate | 93.8% | 76.4%+17.3pp | 82.4%+11.4pp | 69.8%+23.9pp |
| Annual return | -16.18% | -8.39%-7.8pp | 572.05%-588.2pp | 1.58%-17.8pp |
| Employer contribution / active EE | $2,121 | $3,553-40.3% | $4,814-55.9% | $2,544-16.6% |
| Participant deferral / active EE | $6,569 | $6,781-3.1% | $7,446-11.8% | $4,237+55.0% |
| Admin fee / account holder | $286 | $685-58.3% | $10,010-97.1% | $593-51.8% |