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 ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $29,083 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $17,984 |
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 | $134,546 | $59,402+126.5% | $93,654+43.7% | $74,546+80.5% |
| Participation rate | 78.0% | 59.7%+18.4pp | 68.7%+9.3pp | 67.2%+10.8pp |
| Annual return | 14.37% | 81.86%-67.5pp | 133.34%-119.0pp | 1366.03%-1351.7pp |
| Employer contribution / active EE | $4,159 | $1,265+228.9% | $2,421+71.8% | $2,624+58.5% |
| Participant deferral / active EE | $9,441 | $3,049+209.7% | $4,413+114.0% | $4,347+117.2% |
| Admin fee / account holder | $231 | $3,023-92.4% | $8,282-97.2% | $1,944-88.1% |