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 | $27,601 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $10,060 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $10,802 | $65,435-83.5% | $86,677-87.5% | $66,914-83.9% |
| Participation rate | 77.5% | 75.5%+2.1pp | 76.6%+0.9pp | 69.8%+7.7pp |
| Annual return | -18.09% | -10.89%-7.2pp | 35.91%-54.0pp | 1.58%-19.7pp |
| Employer contribution / active EE | $732 | $2,153-66.0% | $2,836-74.2% | $2,544-71.2% |
| Participant deferral / active EE | $2,312 | $4,100-43.6% | $4,656-50.3% | $4,237-45.4% |
| Admin fee / account holder | $83 | $642-87.1% | $7,493-98.9% | $593-86.1% |