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 9-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 LIFE & ANNUITY INSURANCE CO Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $128,823 |
Service code 27 4340 REDWOOD HWY · SAN RAFAEL, CA 94903 | Advisory (Plan) | $54,543 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $25,854 |
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 | $76,370 | $119,446-36.1% | $150,045-49.1% | $85,563-10.7% |
| Participation rate | 97.0% | 75.4%+21.5pp | 82.3%+14.6pp | 66.0%+31.0pp |
| Annual return | 23.72% | 23.72%0pp | 62.55%-38.8pp | 31.51%-7.8pp |
| Employer contribution / active EE | $5,872 | $4,078+44.0% | $4,693+25.1% | $2,654+121.3% |
| Participant deferral / active EE | $13,225 | $7,985+65.6% | $7,997+65.4% | $4,375+202.3% |
| Admin fee / account holder | $246 | $548-55.0% | $13,435-98.2% | $834-70.5% |