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 | $9,576 |
Service code 27 PO BOX 735399 · DALLAS, TX 753735399 | Advisory (Plan) | $9,465 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $492 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $20,304 | $95,274-78.7% | $135,903-85.1% | $74,419-72.7% |
| Participation rate | 63.1% | 78.2%-15.0pp | 81.9%-18.8pp | 70.7%-7.6pp |
| Annual return | 69.53% | 32.77%+36.8pp | 68.23%+1.3pp | 34.38%+35.2pp |
| Employer contribution / active EE | $1,528 | $3,874-60.6% | $4,856-68.5% | $2,637-42.1% |
| Participant deferral / active EE | $4,383 | $7,782-43.7% | $7,758-43.5% | $4,528-3.2% |
| Admin fee / account holder | $63 | $266-76.5% | $10,762-99.4% | $348-82.0% |