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 4-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 | $4,500 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $637 |
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 | $92,118 | $71,142+29.5% | $119,609-23.0% | $64,808+42.1% |
| Participation rate | 79.1% | 78.6%+0.5pp | 79.3%-0.2pp | 71.5%+7.6pp |
| Annual return | 0.00% | -10.01%+10.0pp | -14.97%+15.0pp | 32.82%-32.8pp |
| Employer contribution / active EE | $1,980 | $2,497-20.7% | $4,232-53.2% | $2,506-21.0% |
| Participant deferral / active EE | $4,260 | $4,490-5.1% | $5,602-24.0% | $4,310-1.2% |
| Admin fee / account holder | $22 | $162-86.5% | $10,323-99.8% | $188-88.4% |