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 ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $36,034 |
Filed as: AMERIPRISE FINANCIAL SERVICES LLC Service code 55 70100 AMERIPRISE FINANCIAL CENTER · MINNEAPOLIS, MN 55474 | Other Commissions | $29,420 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
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 | $72,495 | $102,553-29.3% | $151,611-52.2% | $66,914+8.3% |
| Participation rate | 96.8% | 85.5%+11.3pp | 87.5%+9.3pp | 69.8%+27.0pp |
| Annual return | -12.82% | -10.82%-2.0pp | 3.33%-16.1pp | 1.58%-14.4pp |
| Employer contribution / active EE | $4,207 | $4,180+0.6% | $6,166-31.8% | $2,544+65.3% |
| Participant deferral / active EE | $3,892 | $6,641-41.4% | $8,363-53.5% | $4,237-8.1% |
| Admin fee / account holder | $206 | $630-67.3% | $11,616-98.2% | $593-65.3% |