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 |
|---|---|---|
Service code 27 PO BOX 735399 · DALLAS, TX 753735399 | Advisory (Plan) | $24,896 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $22,099 | $56,317-60.8% | $71,209-69.0% | $74,304-70.3% |
| Participation rate | 90.4% | 55.1%+35.3pp | 73.8%+16.7pp | 60.3%+30.1pp |
| Annual return | 10.44% | 42.83%-32.4pp | 282.51%-272.1pp | 29.43%-19.0pp |
| Employer contribution / active EE | $8,310 | $2,160+284.7% | $2,721+205.4% | $2,241+270.8% |
| Participant deferral / active EE | $1,402 | $2,788-49.7% | $4,175-66.4% | $3,767-62.8% |
| Admin fee / account holder | $58 | $2,290-97.5% | $5,349-98.9% | $2,969-98.0% |