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 4-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 LIFE & ANNUITY INSURANCE CO Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $173,370 |
Service code 27 PO BOX 735399 · DALLAS, TX 753735399 | Advisory (Plan) | $75,000 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $53,509 |
Filed as: EMPOWER FINANCIAL SERVICES, INC. Service code 59 8515 E ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Shareholder Servicing | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $113,289 | $241,101-53.0% | $103,333+9.6% | $199,593-43.2% |
| Participation rate | 58.6% | 78.3%-19.7pp | 74.5%-15.9pp | 72.0%-13.4pp |
| Annual return | 27.48% | 17.80%+9.7pp | 24.88%+2.6pp | 34.25%-6.8pp |
| Employer contribution / active EE | $2,588 | $4,244-39.0% | $3,868-33.1% | $3,034-14.7% |
| Participant deferral / active EE | $5,554 | $3,958+40.3% | $5,057+9.8% | $5,087+9.2% |
| Admin fee / account holder | $271 | $288-5.9% | $8,355-96.8% | $269+0.7% |