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 | $23,946 |
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 | $76,612 | $59,805+28.1% | $79,550-3.7% | $68,494+11.9% |
| Participation rate | 71.4% | 61.1%+10.4pp | 69.5%+1.9pp | 67.9%+3.5pp |
| Annual return | -16.32% | -12.30%-4.0pp | 0.16%-16.5pp | -7.84%-8.5pp |
| Employer contribution / active EE | $1,415 | $1,505-6.0% | $2,413-41.3% | $2,596-45.5% |
| Participant deferral / active EE | $4,574 | $3,024+51.2% | $3,985+14.8% | $4,027+13.6% |
| Admin fee / account holder | $285 | $4,835-94.1% | $6,832-95.8% | $5,403-94.7% |