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 | $123,573 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $2,859 |
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 | $66,653 | $136,266-51.1% | $90,749-26.6% | $77,904-14.4% |
| Participation rate | 97.2% | 86.6%+10.6pp | 75.7%+21.6pp | 73.7%+23.6pp |
| Annual return | -15.60% | -11.32%-4.3pp | -12.16%-3.4pp | 12.21%-27.8pp |
| Employer contribution / active EE | $3,576 | $4,215-15.1% | $2,921+22.4% | $2,848+25.6% |
| Participant deferral / active EE | $5,222 | $6,353-17.8% | $4,564+14.4% | $4,806+8.7% |
| Admin fee / account holder | $75 | $399-81.3% | $8,445-99.1% | $133-43.7% |