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 CO Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $1,452 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $138,635 | $129,021+7.5% | $184,203-24.7% | $77,643+78.6% |
| Participation rate | 86.2% | 87.3%-1.1pp | 86.8%-0.6pp | 70.6%+15.7pp |
| Annual return | 20.18% | 33.27%-13.1pp | 28.81%-8.6pp | 31.24%-11.1pp |
| Employer contribution / active EE | $0 | $4,413-100.0% | $6,427-100.0% | $2,726-100.0% |
| Participant deferral / active EE | $18,472 | $7,297+153.1% | $9,131+102.3% | $4,647+297.5% |
| Admin fee / account holder | $0 | $254-100.0% | $13,901-100.0% | $430-100.0% |