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 ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $258,667 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $29,941 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,268 | $44,897-63.8% | $84,966-80.9% | $199,593-91.8% |
| Participation rate | 91.4% | 45.7%+45.7pp | 67.5%+23.9pp | 72.0%+19.4pp |
| Annual return | 12.78% | 20.96%-8.2pp | 66.38%-53.6pp | 34.25%-21.5pp |
| Employer contribution / active EE | $1,556 | $1,365+14.0% | $2,727-42.9% | $3,034-48.7% |
| Participant deferral / active EE | $2,139 | $2,668-19.8% | $4,519-52.7% | $5,087-58.0% |
| Admin fee / account holder | $69 | $584-88.1% | $6,149-98.9% | $269-74.2% |