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 | $39,425 |
Annual investment return 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 | $57,120 | $76,050-24.9% | $96,544-40.8% | $71,457-20.1% |
| Participation rate | 99.4% | 74.4%+25.0pp | 76.0%+23.4pp | 67.9%+31.4pp |
| Annual return | 12.07% | 22.81%-10.7pp | 25.84%-13.8pp | 28.85%-16.8pp |
| Employer contribution / active EE | $2,121 | $2,244-5.5% | $2,965-28.5% | $2,588-18.0% |
| Participant deferral / active EE | $2,220 | $4,215-47.3% | $4,851-54.2% | $4,289-48.2% |
| Admin fee / account holder | -$104 | $2,707-103.8% | $8,252-101.3% | $1,587-106.5% |