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 INS CO OF AMERICA Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $121,457 |
LINSCO/PRIVATE LEDGER CORP9 years Service code 55 9785 TOWNE CENTRE DRIVE · SAN DIEGO, CA 92121 | Other Commissions | $70,136 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $63,560 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $28,425 | $31,741-10.4% | $56,411-49.6% | $199,593-85.8% |
| Participation rate | 31.2% | 32.3%-1.1pp | 52.5%-21.3pp | 72.0%-40.8pp |
| Annual return | 14.32% | 14.72%-0.4pp | 1701.33%-1687.0pp | 34.25%-19.9pp |
| Employer contribution / active EE | $295 | $508-41.9% | $1,039-71.6% | $3,034-90.3% |
| Participant deferral / active EE | $1,581 | $1,184+33.5% | $1,952-19.0% | $5,087-68.9% |
| Admin fee / account holder | $123 | $426-71.1% | $2,829-95.6% | $269-54.2% |