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 | $29,516 |
Service code 27 24 E COTA ST STE 200 · SANTA BARBARA, CA 93101 | Advisory (Plan) | $15,665 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $570 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $69,097 | $100,923-31.5% | $150,045-53.9% | $74,304-7.0% |
| Participation rate | 63.5% | 70.1%-6.5pp | 82.3%-18.8pp | 60.3%+3.2pp |
| Annual return | 18.06% | 51.77%-33.7pp | 62.55%-44.5pp | 29.43%-11.4pp |
| Employer contribution / active EE | $1,982 | $3,463-42.8% | $4,693-57.8% | $2,241-11.6% |
| Participant deferral / active EE | $7,355 | $6,709+9.6% | $7,997-8.0% | $3,767+95.2% |
| Admin fee / account holder | $245 | $2,767-91.2% | $13,435-98.2% | $2,969-91.8% |