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 | $29,850 |
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 | $123,237 | $92,971+32.6% | $96,683+27.5% | $74,419+65.6% |
| Participation rate | 93.4% | 71.5%+21.9pp | 74.3%+19.1pp | 70.7%+22.7pp |
| Annual return | 20.15% | 37.49%-17.3pp | 35.69%-15.5pp | 34.38%-14.2pp |
| Employer contribution / active EE | $2,150 | $3,426-37.2% | $3,737-42.5% | $2,637-18.5% |
| Participant deferral / active EE | $6,797 | $3,970+71.2% | $4,878+39.3% | $4,528+50.1% |
| Admin fee / account holder | $31 | $633-95.0% | $6,730-99.5% | $348-91.0% |