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 ADVISORY GROUP, LLC Service code 26 · EIN 84-1532243 | Advisory (Participants) | $393,417 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 15 · EIN 84-0467907 | Recordkeeping | $319,430 |
KONG,JOY2 years Service code 99 48030 LEONTINE CT · FREMONT, CA 94539 | Other Fees | $34,485 |
Service code 16 · EIN 34-1820650 | Consulting | $1,200 |
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 | $118,042 | $104,697+12.7% | $96,544+22.3% | $80,160+47.3% |
| Participation rate | 88.4% | 86.4%+2.0pp | 76.0%+12.4pp | 72.9%+15.5pp |
| Annual return | 19.84% | 21.78%-1.9pp | 25.84%-6.0pp | 40.38%-20.5pp |
| Employer contribution / active EE | $5,537 | $3,536+56.6% | $2,965+86.8% | $2,978+86.0% |
| Participant deferral / active EE | $5,584 | $6,188-9.8% | $4,851+15.1% | $5,017+11.3% |
| Admin fee / account holder | $119 | $107+11.1% | $8,252-98.6% | $145-18.2% |