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 ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $7,541 |
HILDE MINKEL & ASSOCIATES3 years Service code 13 3591 SACRAMENTO DRIVE · SAN LUIS OBISPO, CA 93401 | Contract Administrator | $5,650 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $1,365 |
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 | $89,882 | $100,923-10.9% | $150,045-40.1% | $74,304+21.0% |
| Participation rate | 99.2% | 70.1%+29.1pp | 82.3%+16.9pp | 60.3%+38.9pp |
| Annual return | 19.10% | 51.77%-32.7pp | 62.55%-43.4pp | 29.43%-10.3pp |
| Employer contribution / active EE | $5,911 | $3,463+70.7% | $4,693+25.9% | $2,241+163.7% |
| Participant deferral / active EE | $7,089 | $6,709+5.7% | $7,997-11.4% | $3,767+88.2% |
| Admin fee / account holder | $141 | $2,767-94.9% | $13,435-98.9% | $2,969-95.2% |