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 8-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 ADVISORY GROUP, LLC Service code 26 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Advisory (Participants) | $2,202,259 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 15 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $529,311 |
Filed as: EMPOWER FINANCIAL SERVICES, INC. Service code 33 8515 E ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Securities brokerage; Shareholder ser... | $1,625 |
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 | $129,282 | $117,739+9.8% | $180,183-28.2% | $117,739+9.8% |
| Participation rate | 97.9% | 76.6%+21.3pp | 77.4%+20.5pp | 76.6%+21.3pp |
| Annual return | 19.07% | 17.29%+1.8pp | 27.86%-8.8pp | 17.29%+1.8pp |
| Employer contribution / active EE | $8,108 | $3,746+116.4% | $5,039+60.9% | $3,746+116.4% |
| Participant deferral / active EE | $7,862 | $6,128+28.3% | $6,822+15.2% | $6,128+28.3% |
| Admin fee / account holder | $207 | $112+85.3% | $19,975-99.0% | $112+85.3% |