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 4-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 | $14,716 |
Service code 27 11101 SWITZER RD STE 200 · OVERLAND PARK, KS 66210 | Advisory (Plan) | $12,530 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $11,166 |
Service code 27 4340 REDWOOD HWY · SAN RAFAEL, CA 94903 | Advisory (Plan) | $9,233 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $17,737 | $106,236-83.3% | $112,228-84.2% | $64,808-72.6% |
| Participation rate | 66.4% | 71.7%-5.2pp | 75.1%-8.6pp | 71.5%-5.0pp |
| Annual return | -16.60% | -6.02%-10.6pp | 27.45%-44.0pp | 32.82%-49.4pp |
| Employer contribution / active EE | $841 | $3,166-73.4% | $3,635-76.9% | $2,506-66.4% |
| Participant deferral / active EE | $2,687 | $3,785-29.0% | $4,728-43.2% | $4,310-37.7% |
| Admin fee / account holder | $141 | $452-68.7% | $6,410-97.8% | $188-24.7% |