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 | $60,349 |
Service code 27 111 CONGRESSIONAL BLVD · CARMEL, IN 46032 | Advisory (Plan) | $39,149 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $6,177 |
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 | $35,284 | $45,031-21.6% | $84,966-58.5% | $77,643-54.6% |
| Participation rate | 92.4% | 48.7%+43.7pp | 67.5%+24.9pp | 70.6%+21.8pp |
| Annual return | 14.05% | 79.22%-65.2pp | 66.38%-52.3pp | 31.24%-17.2pp |
| Employer contribution / active EE | $1,662 | $1,609+3.3% | $2,727-39.1% | $2,726-39.0% |
| Participant deferral / active EE | $4,774 | $2,807+70.0% | $4,519+5.6% | $4,647+2.7% |
| Admin fee / account holder | $273 | $912-70.1% | $6,149-95.6% | $430-36.6% |