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 Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $136,514 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $159,374 | $88,083+80.9% | $164,813-3.3% | $74,495+113.9% |
| Participation rate | 83.5% | 73.0%+10.5pp | 78.6%+4.9pp | 67.2%+16.3pp |
| Annual return | 12.45% | 17.26%-4.8pp | 69.93%-57.5pp | 1364.94%-1352.5pp |
| Employer contribution / active EE | $3,196 | $2,593+23.3% | $4,341-26.4% | $2,623+21.9% |
| Participant deferral / active EE | $7,602 | $4,498+69.0% | $6,031+26.0% | $4,346+74.9% |
| Admin fee / account holder | $452 | $2,234-79.8% | $12,690-96.4% | $1,942-76.7% |