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 | $57,056 |
COOK STREET CONSULTING3 years Filed as: COOK STREET CONSULTING INC Service code 27 5299 DTC BLVD · GREENWOORD VILLAGE, CO 80111 | Advisory (Plan) | $42,633 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $6,406 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $16,845 | $45,000-62.6% | $143,757-88.3% | $77,904-78.4% |
| Participation rate | 28.5% | 66.8%-38.4pp | 80.3%-51.8pp | 73.7%-45.2pp |
| Annual return | -15.47% | 29.03%-44.5pp | -0.04%-15.4pp | 12.21%-27.7pp |
| Employer contribution / active EE | $389 | $1,870-79.2% | $4,951-92.1% | $2,848-86.4% |
| Participant deferral / active EE | $1,353 | $3,157-57.1% | $5,637-76.0% | $4,806-71.8% |
| Admin fee / account holder | $178 | $98+81.0% | $14,673-98.8% | $133+34.4% |