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 ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $72,000 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $11,336 |
Service code 27 3071 PEARL ROAD · MEDINA, OH 44256 | Advisory (Plan) | $400 |
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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,756 | $99,078-67.9% | $96,544-67.1% | $74,419-57.3% |
| Participation rate | 96.3% | 80.7%+15.6pp | 76.0%+20.3pp | 70.7%+25.6pp |
| Annual return | 19.88% | 22.48%-2.6pp | 25.84%-6.0pp | 34.38%-14.5pp |
| Employer contribution / active EE | $3,924 | $2,570+52.7% | $2,965+32.4% | $2,637+48.8% |
| Participant deferral / active EE | $4,528 | $4,933-8.2% | $4,851-6.7% | $4,5280% |
| Admin fee / account holder | $202 | $225-10.0% | $8,252-97.5% | $348-41.9% |