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) | $254,640 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 15 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $34,806 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $181,360 | $79,634+127.7% | $183,328-1.1% | $79,634+127.7% |
| Participation rate | 98.8% | 62.5%+36.3pp | 77.3%+21.5pp | 62.5%+36.3pp |
| Annual return | 13.22% | 36.46%-23.2pp | 29.67%-16.5pp | 36.46%-23.2pp |
| Employer contribution / active EE | $3,757 | $2,529+48.6% | $5,055-25.7% | $2,529+48.6% |
| Participant deferral / active EE | $10,348 | $3,835+169.9% | $6,795+52.3% | $3,835+169.9% |
| Admin fee / account holder | $360 | $1,002-64.1% | $21,427-98.3% | $1,002-64.1% |