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 15 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $186,814 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $40,123 |
CHARLES SCHWAB & CO., INC.8+ years Service code 33 · EIN 94-1737782 | Securities brokerage | $288 |
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 | $104,500 | $130,141-19.7% | $86,677+20.6% | $77,904+34.1% |
| Participation rate | 93.6% | 85.9%+7.6pp | 76.6%+17.0pp | 73.7%+19.9pp |
| Annual return | -15.87% | -12.75%-3.1pp | 35.91%-51.8pp | 12.21%-28.1pp |
| Employer contribution / active EE | $5,240 | $3,220+62.7% | $2,836+84.7% | $2,848+84.0% |
| Participant deferral / active EE | $10,359 | $5,757+79.9% | $4,656+122.5% | $4,806+115.5% |
| Admin fee / account holder | $96 | $132-27.4% | $7,493-98.7% | $133-27.8% |