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 | $23,560 |
Service code 27 4340 REDWOOD HWY · SAN RAFAEL, CA 94903 | Advisory (Plan) | $7,500 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,992 |
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 | $45,415 | $27,915+62.7% | $58,482-22.3% | $75,163-39.6% |
| Participation rate | 91.1% | 38.8%+52.3pp | 50.9%+40.3pp | 67.2%+23.9pp |
| Annual return | 16.74% | 44.20%-27.5pp | 4239.32%-4222.6pp | 160.62%-143.9pp |
| Employer contribution / active EE | $301 | $669-55.1% | $1,053-71.5% | $2,670-88.7% |
| Participant deferral / active EE | $5,121 | $1,201+326.3% | $1,924+166.2% | $4,125+24.2% |
| Admin fee / account holder | $269 | $1,726-84.4% | $2,516-89.3% | $5,651-95.2% |