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 | $24,012 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $17,319 |
Service code 10 861 PARKVIEW DR N STE 200 · EL SEGUNDO, CA 90245 | Accounting | $12,000 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $160,387 | $76,050+110.9% | $96,544+66.1% | $71,457+124.5% |
| Participation rate | 75.7% | 74.4%+1.3pp | 76.0%-0.3pp | 67.9%+7.8pp |
| Annual return | 18.96% | 22.81%-3.9pp | 25.84%-6.9pp | 28.85%-9.9pp |
| Employer contribution / active EE | $3,669 | $2,244+63.5% | $2,965+23.8% | $2,588+41.8% |
| Participant deferral / active EE | $8,687 | $4,215+106.1% | $4,851+79.1% | $4,289+102.6% |
| Admin fee / account holder | $349 | $2,707-87.1% | $8,252-95.8% | $1,587-78.0% |