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 | $4,825 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $823 |
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 | $289,391 | $101,317+185.6% | $146,958+96.9% | $74,495+288.5% |
| Participation rate | 70.2% | 75.5%-5.3pp | 82.2%-11.9pp | 67.2%+3.0pp |
| Annual return | 15.18% | 8730.91%-8715.7pp | 418.34%-403.2pp | 1364.94%-1349.8pp |
| Employer contribution / active EE | $3,109 | $3,810-18.4% | $4,933-37.0% | $2,623+18.5% |
| Participant deferral / active EE | $8,819 | $7,303+20.8% | $8,070+9.3% | $4,346+102.9% |
| Admin fee / account holder | $34 | $1,739-98.0% | $12,998-99.7% | $1,942-98.2% |