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 | $44,044 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $12,862 |
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 | $48,583 | $72,254-32.8% | $86,677-43.9% | $64,808-25.0% |
| Participation rate | 79.9% | 80.4%-0.5pp | 76.6%+3.3pp | 71.5%+8.4pp |
| Annual return | -14.34% | 392.42%-406.8pp | 35.91%-50.2pp | 32.82%-47.2pp |
| Employer contribution / active EE | $1,600 | $2,393-33.1% | $2,836-43.6% | $2,506-36.2% |
| Participant deferral / active EE | $3,599 | $4,658-22.7% | $4,656-22.7% | $4,310-16.5% |
| Admin fee / account holder | $89 | $174-48.5% | $7,493-98.8% | $188-52.4% |