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 8-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 15 · EIN 84-0467907 | Recordkeeping | $94,468 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 26 · EIN 84-1532243 | Advisory (Participants) | $67,118 |
KONG,JOY2 years Service code 99 48030 LEONTINE CT · FREMONT, CA 94539 | Other Fees | $66,935 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $101,852 | $104,697-2.7% | $96,544+5.5% | $80,160+27.1% |
| Participation rate | 83.4% | 86.4%-3.0pp | 76.0%+7.4pp | 72.9%+10.4pp |
| Annual return | 15.45% | 21.78%-6.3pp | 25.84%-10.4pp | 40.38%-24.9pp |
| Employer contribution / active EE | $3,958 | $3,536+11.9% | $2,965+33.5% | $2,978+32.9% |
| Participant deferral / active EE | $4,942 | $6,188-20.1% | $4,851+1.9% | $5,017-1.5% |
| Admin fee / account holder | $129 | $107+20.5% | $8,252-98.4% | $145-11.2% |