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 | $27,997 |
JPMORGAN INVEST HOLDINGS LLC5+ years Service code 64 · EIN 13-2624428 | Recordkeeping Fees | $3,049 |
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 | $114,868 | $96,486+19.1% | $153,485-25.2% | $77,643+47.9% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.1%+22.9pp | 70.6%+29.4pp |
| Annual return | 15.04% | 14.44%+0.6pp | 15.65%-0.6pp | 31.24%-16.2pp |
| Employer contribution / active EE | $6,600 | $5,224+26.3% | $5,039+31.0% | $2,726+142.1% |
| Participant deferral / active EE | $9,763 | $6,609+47.7% | $6,757+44.5% | $4,647+110.1% |
| Admin fee / account holder | $100 | $182-45.1% | $12,724-99.2% | $430-76.7% |