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 · EIN 13-2624428 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $10,107 |
JPMORGAN INVEST HOLDINGS LLC9+ years Service code 64 · EIN 13-2624428 | Recordkeeping Fees | $9,365 |
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 | $45,085 | $55,416-18.6% | $75,972-40.7% | $77,643-41.9% |
| Participation rate | 95.1% | 63.6%+31.5pp | 69.1%+26.1pp | 70.6%+24.5pp |
| Annual return | 13.06% | 17.07%-4.0pp | 359.55%-346.5pp | 31.24%-18.2pp |
| Employer contribution / active EE | $1,554 | $1,788-13.1% | $2,685-42.1% | $2,726-43.0% |
| Participant deferral / active EE | $4,938 | $3,447+43.3% | $4,255+16.0% | $4,647+6.3% |
| Admin fee / account holder | $39 | $414-90.7% | $6,467-99.4% | $430-91.0% |