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 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 | $36,358 | $86,655-58.0% | $119,609-69.6% | $66,914-45.7% |
| Participation rate | 100.0% | 75.6%+24.4pp | 79.3%+20.7pp | 69.8%+30.2pp |
| Annual return | -15.35% | -8.00%-7.4pp | -14.97%-0.4pp | 1.58%-16.9pp |
| Employer contribution / active EE | $1,718 | $2,536-32.3% | $4,232-59.4% | $2,544-32.5% |
| Participant deferral / active EE | $4,708 | $4,358+8.0% | $5,602-16.0% | $4,237+11.1% |
| Admin fee / account holder | $101 | $755-86.6% | $10,323-99.0% | $593-82.9% |