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 | $25,577 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $10,656 |
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 | $87,249 | $91,372-4.5% | $129,995-32.9% | $74,419+17.2% |
| Participation rate | 74.1% | 77.8%-3.7pp | 78.5%-4.4pp | 70.7%+3.4pp |
| Annual return | 42.46% | 23.21%+19.2pp | -137.18%+179.6pp | 34.38%+8.1pp |
| Employer contribution / active EE | $3,263 | $2,563+27.3% | $4,320-24.5% | $2,637+23.7% |
| Participant deferral / active EE | $6,423 | $4,721+36.1% | $5,820+10.4% | $4,528+41.8% |
| Admin fee / account holder | $94 | $283-66.7% | $10,614-99.1% | $348-72.9% |