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 26 · EIN 84-1532243 | Advisory (Participants) | $3,603 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 15 · EIN 84-0467907 | Recordkeeping | $1,893 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $259,176 | $91,407+183.5% | $135,903+90.7% | $71,457+262.7% |
| Participation rate | 57.2% | 75.7%-18.4pp | 81.9%-24.7pp | 67.9%-10.7pp |
| Annual return | 17.93% | 29.90%-12.0pp | 68.23%-50.3pp | 28.85%-10.9pp |
| Employer contribution / active EE | $2,475 | $3,703-33.2% | $4,856-49.0% | $2,588-4.4% |
| Participant deferral / active EE | $7,076 | $7,092-0.2% | $7,758-8.8% | $4,289+65.0% |
| Admin fee / account holder | $35 | $1,266-97.2% | $10,762-99.7% | $1,587-97.8% |