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 | $15,727 |
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 | $74,923 | $73,004+2.6% | $90,749-17.4% | $68,494+9.4% |
| Participation rate | 86.7% | 70.8%+15.8pp | 75.7%+11.0pp | 67.9%+18.8pp |
| Annual return | -8.81% | -13.81%+5.0pp | -12.16%+3.4pp | -7.84%-1.0pp |
| Employer contribution / active EE | $2,523 | $2,193+15.0% | $2,921-13.6% | $2,596-2.8% |
| Participant deferral / active EE | $5,351 | $3,627+47.6% | $4,564+17.2% | $4,027+32.9% |
| Admin fee / account holder | $179 | $5,896-97.0% | $8,445-97.9% | $5,403-96.7% |