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 | $863 |
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 | $100,904 | $89,808+12.4% | $100,391+0.5% | $77,643+30.0% |
| Participation rate | 98.3% | 81.2%+17.1pp | 81.5%+16.8pp | 70.6%+27.7pp |
| Annual return | 18.61% | 20.62%-2.0pp | 49.20%-30.6pp | 31.24%-12.6pp |
| Employer contribution / active EE | $3,950 | $3,039+30.0% | $3,942+0.2% | $2,726+44.9% |
| Participant deferral / active EE | $15,370 | $8,284+85.5% | $8,082+90.2% | $4,647+230.7% |
| Admin fee / account holder | $1 | $174-99.5% | $7,899-100.0% | $430-99.8% |