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 ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $40,123 |
DA DAVIDSON & CO8 years Service code 27 8 THIRD ST NORTH · GREAT FALLS, MT 59401 | Advisory (Plan) | $30,521 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $3,462 |
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 | $37,582 | $83,884-55.2% | $64,056-41.3% | $74,419-49.5% |
| Participation rate | 71.7% | 76.6%-4.9pp | 72.3%-0.6pp | 70.7%+1.0pp |
| Annual return | 22.78% | 16.57%+6.2pp | 33.69%-10.9pp | 34.38%-11.6pp |
| Employer contribution / active EE | $1,290 | $3,084-58.2% | $2,747-53.0% | $2,637-51.1% |
| Participant deferral / active EE | $2,760 | $3,692-25.2% | $3,880-28.9% | $4,528-39.0% |
| Admin fee / account holder | $167 | $196-15.0% | $3,068-94.6% | $348-52.1% |