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 ADVISORY GROUP, LLC Service code 26 · EIN 84-1532243 | Advisory (Participants) | $188,820 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 15 · EIN 84-0467907 | Recordkeeping | $145,971 |
Filed as: EMPOWER FINANCIAL SERVICES, INC. Service code 33 8515 E ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Distribution (12b-1) fees; Shareholde... | $1,537 |
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $306,483 | $122,186+150.8% | $146,958+108.6% | $199,593+53.6% |
| Participation rate | 90.1% | 78.3%+11.8pp | 82.2%+8.0pp | 72.0%+18.2pp |
| Annual return | 15.15% | 30.56%-15.4pp | 418.34%-403.2pp | 34.25%-19.1pp |
| Employer contribution / active EE | $13,104 | $4,093+220.2% | $4,933+165.6% | $3,034+331.9% |
| Participant deferral / active EE | $14,773 | $8,502+73.8% | $8,070+83.1% | $5,087+190.4% |
| Admin fee / account holder | $97 | $179-45.5% | $12,998-99.3% | $269-63.8% |