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 7-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 | $26,964 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $5,124 |
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 | $96,193 | $100,923-4.7% | $150,045-35.9% | $74,304+29.5% |
| Participation rate | 88.0% | 70.1%+18.0pp | 82.3%+5.7pp | 60.3%+27.7pp |
| Annual return | 19.43% | 51.77%-32.3pp | 62.55%-43.1pp | 29.43%-10.0pp |
| Employer contribution / active EE | $6,472 | $3,463+86.9% | $4,693+37.9% | $2,241+188.8% |
| Participant deferral / active EE | $10,391 | $6,709+54.9% | $7,997+29.9% | $3,767+175.8% |
| Admin fee / account holder | $128 | $2,767-95.4% | $13,435-99.0% | $2,969-95.7% |