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, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $61,247 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $58,266 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $70,753 | $50,982+38.8% | $154,803-54.3% | $85,563-17.3% |
| Participation rate | 90.8% | 59.8%+31.0pp | 78.1%+12.7pp | 66.0%+24.8pp |
| Annual return | 11.00% | 30.35%-19.4pp | 58.88%-47.9pp | 31.51%-20.5pp |
| Employer contribution / active EE | $1,691 | $1,708-1.0% | $4,305-60.7% | $2,654-36.3% |
| Participant deferral / active EE | $4,704 | $2,474+90.1% | $5,540-15.1% | $4,375+7.5% |
| Admin fee / account holder | $192 | $846-77.4% | $14,329-98.7% | $834-77.0% |