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 Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $842,385 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $494,238 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $55,145 | $237,678-76.8% | $113,168-51.3% | $140,769-60.8% |
| Participation rate | 74.0% | 92.1%-18.0pp | 76.6%-2.5pp | 74.2%-0.1pp |
| Annual return | 23.53% | 20.63%+2.9pp | 24.27%-0.7pp | 16.82%+6.7pp |
| Employer contribution / active EE | $1,718 | $6,583-73.9% | $2,975-42.3% | $3,906-56.0% |
| Participant deferral / active EE | $6,424 | $11,080-42.0% | $5,107+25.8% | $6,717-4.4% |
| Admin fee / account holder | $86 | $66+30.4% | $12,068-99.3% | $229-62.5% |