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 Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $92,682 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $67,454 |
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 | $79,472 | $110,282-27.9% | $102,438-22.4% | $199,768-60.2% |
| Participation rate | 85.8% | 86.3%-0.5pp | 76.5%+9.3pp | 72.0%+13.8pp |
| Annual return | 27.25% | 35.75%-8.5pp | 29.37%-2.1pp | 34.26%-7.0pp |
| Employer contribution / active EE | $4,537 | $3,603+25.9% | $3,024+50.0% | $3,037+49.4% |
| Participant deferral / active EE | $12,501 | $6,376+96.1% | $5,054+147.4% | $5,090+145.6% |
| Admin fee / account holder | $148 | $122+21.3% | $9,448-98.4% | $269-44.9% |