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 6-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 ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $23,650 |
JPMORGAN INVEST HOLDINGS LLC4+ years Service code 64 · EIN 13-2624428 | Recordkeeping Fees | $550 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $89,511 | $102,197-12.4% | $142,449-37.2% | $74,419+20.3% |
| Participation rate | 97.5% | 79.8%+17.6pp | 76.8%+20.7pp | 70.7%+26.7pp |
| Annual return | 24.90% | 19.73%+5.2pp | 19.99%+4.9pp | 34.38%-9.5pp |
| Employer contribution / active EE | $6,159 | $5,052+21.9% | $4,847+27.0% | $2,637+133.5% |
| Participant deferral / active EE | $9,120 | $6,304+44.7% | $6,283+45.1% | $4,528+101.4% |
| Admin fee / account holder | $75 | $186-59.7% | $10,011-99.3% | $348-78.5% |