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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $124,732+45.4% | $180,183+0.7% | $85,563+112.0% |
| Participation rate | 98.8% | 83.2%+15.6pp | 77.4%+21.4pp | 66.0%+32.8pp |
| Annual return | 13.22% | 17.73%-4.5pp | 27.86%-14.6pp | 31.51%-18.3pp |
| Employer contribution / active EE | $3,757 | $5,370-30.0% | $5,039-25.4% | $2,654+41.6% |
| Participant deferral / active EE | $10,348 | $7,763+33.3% | $6,822+51.7% | $4,375+136.5% |
| Admin fee / account holder | $360 | $294+22.6% | $19,975-98.2% | $834-56.8% |