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 ADVISORY GROUP, LLC Service code 26 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Advisory (Participants) | $14,675 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 15 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $7,358 |
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 | $96,872 | $95,918+1.0% | $151,611-36.1% | $77,904+24.3% |
| Participation rate | 95.8% | 88.7%+7.0pp | 87.5%+8.3pp | 73.7%+22.1pp |
| Annual return | -2.00% | -5.50%+3.5pp | 3.33%-5.3pp | 12.21%-14.2pp |
| Employer contribution / active EE | $13,443 | $4,330+210.4% | $6,166+118.0% | $2,848+372.1% |
| Participant deferral / active EE | $15,700 | $7,508+109.1% | $8,363+87.7% | $4,806+226.7% |
| Admin fee / account holder | $5 | $93-94.4% | $11,616-100.0% | $133-96.1% |