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 | $149,530 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $81,629 |
Service code 27 24 E COTA ST STE 200 · SANTA BARBARA, CA 93101 | Advisory (Plan) | $29,995 |
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 | $45,751 | $122,186-62.6% | $146,958-68.9% | $199,593-77.1% |
| Participation rate | 96.8% | 78.3%+18.5pp | 82.2%+14.6pp | 72.0%+24.8pp |
| Annual return | 21.57% | 30.56%-9.0pp | 418.34%-396.8pp | 34.25%-12.7pp |
| Employer contribution / active EE | $2,471 | $4,093-39.6% | $4,933-49.9% | $3,034-18.6% |
| Participant deferral / active EE | $10,220 | $8,502+20.2% | $8,070+26.6% | $5,087+100.9% |
| Admin fee / account holder | $158 | $179-11.6% | $12,998-98.8% | $269-41.2% |