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 10-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 Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $17,269 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $2,902 |
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).
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 | $29,452 | $95,274-69.1% | $135,903-78.3% | $74,419-60.4% |
| Participation rate | 93.4% | 78.2%+15.3pp | 81.9%+11.5pp | 70.7%+22.7pp |
| Annual return | 35.81% | 32.77%+3.0pp | 68.23%-32.4pp | 34.38%+1.4pp |
| Employer contribution / active EE | $4,283 | $3,874+10.5% | $4,856-11.8% | $2,637+62.4% |
| Participant deferral / active EE | $7,008 | $7,782-9.9% | $7,758-9.7% | $4,528+54.8% |
| Admin fee / account holder | $62 | $266-76.6% | $10,762-99.4% | $348-82.1% |