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 | $59,754 |
Service code 27 111 CONGRESSIONAL BLVD · CARMEL, IN 46032 | Advisory (Plan) | $32,902 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $5,015 |
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 | $30,193 | $40,385-25.2% | $80,569-62.5% | $74,419-59.4% |
| Participation rate | 90.5% | 47.4%+43.1pp | 67.0%+23.5pp | 70.7%+19.8pp |
| Annual return | 19.97% | 164.85%-144.9pp | 935.43%-915.5pp | 34.38%-14.4pp |
| Employer contribution / active EE | $1,889 | $1,496+26.2% | $2,723-30.7% | $2,637-28.4% |
| Participant deferral / active EE | $5,059 | $2,674+89.2% | $4,447+13.8% | $4,528+11.7% |
| Admin fee / account holder | $265 | $720-63.2% | $5,377-95.1% | $348-23.9% |