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 INS CO OF AMERICA Service code 15 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $28,286 |
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 | $111,192 | $106,236+4.7% | $112,228-0.9% | $64,808+71.6% |
| Participation rate | 93.3% | 71.7%+21.6pp | 75.1%+18.3pp | 71.5%+21.8pp |
| Annual return | -15.22% | -6.02%-9.2pp | 27.45%-42.7pp | 32.82%-48.0pp |
| Employer contribution / active EE | $2,080 | $3,166-34.3% | $3,635-42.8% | $2,506-17.0% |
| Participant deferral / active EE | $6,310 | $3,785+66.7% | $4,728+33.5% | $4,310+46.4% |
| Admin fee / account holder | $33 | $452-92.7% | $6,410-99.5% | $188-82.4% |