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 10-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 | $13,671 |
BOKF, NA4 years Service code 27 PO BOX 880 · TULSA, OK 74101 | Advisory (Plan) | $12,797 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,776 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $54,008 | $63,442-14.9% | $68,791-21.5% | $66,914-19.3% |
| Participation rate | 20.1% | 60.0%-39.9pp | 69.0%-48.9pp | 69.8%-49.7pp |
| Annual return | -16.47% | -8.29%-8.2pp | -6.38%-10.1pp | 1.58%-18.1pp |
| Employer contribution / active EE | $59 | $1,775-96.7% | $2,655-97.8% | $2,544-97.7% |
| Participant deferral / active EE | $1,310 | $2,945-55.5% | $3,941-66.8% | $4,237-69.1% |
| Admin fee / account holder | $514 | $577-11.1% | $4,932-89.6% | $593-13.4% |