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 5-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 | $59,222 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $3,000 |
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 | $38,460 | $96,486-60.1% | $153,432-74.9% | $77,671-50.5% |
| Participation rate | 98.7% | 81.6%+17.1pp | 77.1%+21.7pp | 70.6%+28.1pp |
| Annual return | 16.76% | 14.44%+2.3pp | 15.66%+1.1pp | 31.21%-14.4pp |
| Employer contribution / active EE | $2,981 | $5,224-42.9% | $5,038-40.8% | $2,726+9.3% |
| Participant deferral / active EE | $6,530 | $6,609-1.2% | $6,757-3.4% | $4,648+40.5% |
| Admin fee / account holder | $91 | $182-50.0% | $12,725-99.3% | $430-78.8% |