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 6-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 | $49,012 |
Filed as: KESTRA ADVISORY SERVICES LLC Service code 27 5707 SWST PRKWY BLDG 2 · AUSTIN, TX 78735 | Advisory (Plan) | $42,755 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $12,557 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $26,587 | $91,762-71.0% | $67,502-60.6% | $77,643-65.8% |
| Participation rate | 96.3% | 75.9%+20.4pp | 72.9%+23.4pp | 70.6%+25.7pp |
| Annual return | 20.39% | 14.87%+5.5pp | 3512.12%-3491.7pp | 31.24%-10.8pp |
| Employer contribution / active EE | $4,432 | $3,181+39.3% | $2,731+62.3% | $2,726+62.6% |
| Participant deferral / active EE | $2,629 | $3,903-32.6% | $4,000-34.3% | $4,647-43.4% |
| Admin fee / account holder | $244 | $176+38.8% | $3,998-93.9% | $430-43.2% |