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 | $68,445 |
Service code 27 1400 AMERICAN BLVD BLDG #4 · PENNINGTON, NJ 08534 | Advisory (Plan) | $45,554 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $23,305 |
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 | $53,330 | $108,549-50.9% | $156,263-65.9% | $85,563-37.7% |
| Participation rate | 97.4% | 77.1%+20.3pp | 78.9%+18.5pp | 66.0%+31.4pp |
| Annual return | 25.39% | 21.79%+3.6pp | 59.47%-34.1pp | 31.51%-6.1pp |
| Employer contribution / active EE | $4,053 | $2,690+50.7% | $4,333-6.5% | $2,654+52.7% |
| Participant deferral / active EE | $6,557 | $4,800+36.6% | $6,158+6.5% | $4,375+49.9% |
| Admin fee / account holder | $241 | $650-62.9% | $14,255-98.3% | $834-71.1% |