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 |
|---|---|---|
Service code 27 8400 NORMANDALE LAKE BLVD · BLOOMINGTON, MN 55437 | Advisory (Plan) | $23,294 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $9,712 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
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 | $80,462 | $27,827+189.2% | $65,255+23.3% | $71,457+12.6% |
| Participation rate | 46.2% | 57.6%-11.4pp | 65.0%-18.8pp | 67.9%-21.7pp |
| Annual return | 17.62% | 41.58%-24.0pp | 47.35%-29.7pp | 28.85%-11.2pp |
| Employer contribution / active EE | $856 | $1,405-39.1% | $1,691-49.4% | $2,588-66.9% |
| Participant deferral / active EE | $2,802 | $1,861+50.6% | $2,831-1.0% | $4,289-34.7% |
| Admin fee / account holder | $248 | $3,850-93.6% | $4,112-94.0% | $1,587-84.4% |