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 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $6,751 |
Filed as: EMPOWER LIFE & ANNUITY INSURANCE CO Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $6,472 |
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 | $121,805 | $122,239-0.4% | $184,203-33.9% | $74,495+63.5% |
| Participation rate | 84.3% | 85.5%-1.2pp | 86.8%-2.5pp | 67.2%+17.1pp |
| Annual return | 21.91% | 19.95%+2.0pp | 28.81%-6.9pp | 1364.94%-1343.0pp |
| Employer contribution / active EE | $3,761 | $4,537-17.1% | $6,427-41.5% | $2,623+43.4% |
| Participant deferral / active EE | $14,775 | $7,139+107.0% | $9,131+61.8% | $4,346+240.0% |
| Admin fee / account holder | $56 | $1,260-95.6% | $13,901-99.6% | $1,942-97.1% |