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 | $63,287 |
COOK STREET CONSULTING4 years Filed as: COOK STREET CONSULTING INC Service code 27 5299 DTC BLVD · GREENWOORD VILLAGE, CO 80111 | Advisory (Plan) | $44,760 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $9,047 |
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 | $20,218 | $50,127-59.7% | $149,673-86.5% | $80,160-74.8% |
| Participation rate | 29.7% | 64.3%-34.6pp | 78.8%-49.1pp | 72.9%-43.2pp |
| Annual return | 22.27% | 29.82%-7.5pp | 134.42%-112.1pp | 40.38%-18.1pp |
| Employer contribution / active EE | $436 | $1,865-76.6% | $4,818-91.0% | $2,978-85.4% |
| Participant deferral / active EE | $1,381 | $3,194-56.8% | $5,680-75.7% | $5,017-72.5% |
| Admin fee / account holder | $177 | $153+16.2% | $13,210-98.7% | $145+22.4% |