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 3-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 | $21,919 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $7,326 |
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 | $51,337 | $95,274-46.1% | $135,903-62.2% | $74,419-31.0% |
| Participation rate | 82.7% | 78.2%+4.5pp | 81.9%+0.8pp | 70.7%+12.0pp |
| Annual return | 25.64% | 32.77%-7.1pp | 68.23%-42.6pp | 34.38%-8.7pp |
| Employer contribution / active EE | $4,268 | $3,874+10.2% | $4,856-12.1% | $2,637+61.8% |
| Participant deferral / active EE | $7,581 | $7,782-2.6% | $7,758-2.3% | $4,528+67.4% |
| Admin fee / account holder | $73 | $266-72.4% | $10,762-99.3% | $348-78.9% |