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 | $214,546 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $2,378 |
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 | $188,259 | $73,034+157.8% | $77,163+144.0% | $80,160+134.9% |
| Participation rate | 96.3% | 78.1%+18.2pp | 69.6%+26.8pp | 72.9%+23.4pp |
| Annual return | 16.52% | 18.56%-2.0pp | 37.87%-21.3pp | 40.38%-23.9pp |
| Employer contribution / active EE | $6,528 | $2,779+134.9% | $2,535+157.5% | $2,978+119.2% |
| Participant deferral / active EE | $7,895 | $4,140+90.7% | $3,833+106.0% | $5,017+57.4% |
| Admin fee / account holder | $66 | $104-36.8% | $5,472-98.8% | $145-54.8% |