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% | $85,009-80.9% | $199,768-91.9% |
| Participation rate | 91.4% | 45.7%+45.7pp | 67.5%+23.9pp | 72.0%+19.4pp |
| Annual return | 12.78% | 20.96%-8.2pp | 66.47%-53.7pp | 34.26%-21.5pp |
| Employer contribution / active EE | $1,556 | $1,365+14.0% | $2,728-43.0% | $3,037-48.8% |
| Participant deferral / active EE | $2,139 | $2,668-19.8% | $4,522-52.7% | $5,090-58.0% |
| Admin fee / account holder | $69 | $584-88.1% | $6,153-98.9% | $269-74.2% |