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 ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $45,466 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $29,747 |
TD AMERITRADE, INC.1+ years Service code 33 200 S. 108TH AVENUE · OMAHA, NE 68154 | Securities brokerage | $0 |
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 | $21,181 | $42,901-50.6% | $91,220-76.8% | $64,808-67.3% |
| Participation rate | 87.0% | 68.1%+18.8pp | 73.2%+13.8pp | 71.5%+15.5pp |
| Annual return | -15.61% | -13.53%-2.1pp | 114.01%-129.6pp | 32.82%-48.4pp |
| Employer contribution / active EE | $838 | $1,571-46.7% | $2,850-70.6% | $2,506-66.6% |
| Participant deferral / active EE | $2,801 | $3,501-20.0% | $4,234-33.8% | $4,310-35.0% |
| Admin fee / account holder | $120 | $131-8.4% | $5,420-97.8% | $188-36.0% |