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 7-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 | $118,075 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $46,178 |
Service code 27 24 E COTA ST STE 200 · SANTA BARBARA, CA 93101 | Advisory (Plan) | $29,995 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $32,659 | $107,459-69.6% | $135,903-76.0% | $80,160-59.3% |
| Participation rate | 93.9% | 78.0%+15.8pp | 81.9%+12.0pp | 72.9%+21.0pp |
| Annual return | 34.87% | 91.91%-57.0pp | 68.23%-33.4pp | 40.38%-5.5pp |
| Employer contribution / active EE | $2,142 | $3,877-44.8% | $4,856-55.9% | $2,978-28.1% |
| Participant deferral / active EE | $8,840 | $8,195+7.9% | $7,758+13.9% | $5,017+76.2% |
| Admin fee / account holder | $115 | $127-9.7% | $10,762-98.9% | $145-20.9% |