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 | $154,248 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $47,249 |
CHARLES SCHWAB & CO., INC.9+ years Service code 33 · EIN 94-1737782 | Securities brokerage | $448 |
Filed as: EMPOWER LIFE & ANNUITY INSURANCE CO Service code 15 | Recordkeeping | $0 |
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 | $130,356 | $104,697+24.5% | $96,544+35.0% | $80,160+62.6% |
| Participation rate | 96.9% | 86.4%+10.5pp | 76.0%+20.9pp | 72.9%+23.9pp |
| Annual return | 26.79% | 21.78%+5.0pp | 25.84%+0.9pp | 40.38%-13.6pp |
| Employer contribution / active EE | $5,079 | $3,536+43.6% | $2,965+71.3% | $2,978+70.6% |
| Participant deferral / active EE | $10,890 | $6,188+76.0% | $4,851+124.5% | $5,017+117.0% |
| Admin fee / account holder | $90 | $107-16.0% | $8,252-98.9% | $145-38.2% |