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 | $146,749 |
Filed as: EMPOWER LIFE & ANNUITY INSURANCE CO Service code 15 · EIN 84-0467907 | Recordkeeping | $11,784 |
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 | $171,600 | $160,882+6.7% | $200,582-14.4% | $102,872+66.8% |
| Participation rate | 95.3% | 91.2%+4.1pp | 86.9%+8.4pp | 73.0%+22.2pp |
| Annual return | 26.32% | 18.15%+8.2pp | 42.33%-16.0pp | 19.06%+7.3pp |
| Employer contribution / active EE | $5,975 | $5,602+6.7% | $6,419-6.9% | $3,526+69.4% |
| Participant deferral / active EE | $9,002 | $9,300-3.2% | $9,331-3.5% | $5,535+62.6% |
| Admin fee / account holder | $62 | $125-50.3% | $16,305-99.6% | $292-78.8% |