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 LIFE & ANNUITY INSURANCE CO Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $105,990 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $142,513 | $91,372+56.0% | $129,995+9.6% | $74,419+91.5% |
| Participation rate | 79.9% | 77.8%+2.1pp | 78.5%+1.4pp | 70.7%+9.2pp |
| Annual return | 13.37% | 23.21%-9.8pp | -137.18%+150.5pp | 34.38%-21.0pp |
| Employer contribution / active EE | $2,672 | $2,563+4.2% | $4,320-38.1% | $2,637+1.3% |
| Participant deferral / active EE | $6,277 | $4,721+33.0% | $5,820+7.9% | $4,528+38.6% |
| Admin fee / account holder | $328 | $283+15.8% | $10,614-96.9% | $348-5.7% |