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 | $56,180 |
Service code 27 1400 AMERICAN BLVD BLDG #4 · PENNINGTON, NJ 08534 | Advisory (Plan) | $40,589 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $4,629 |
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 | $31,804 | $72,254-56.0% | $86,677-63.3% | $64,808-50.9% |
| Participation rate | 90.9% | 80.4%+10.5pp | 76.6%+14.4pp | 71.5%+19.5pp |
| Annual return | -14.74% | 392.42%-407.2pp | 35.91%-50.6pp | 32.82%-47.6pp |
| Employer contribution / active EE | $1,036 | $2,393-56.7% | $2,836-63.5% | $2,506-58.7% |
| Participant deferral / active EE | $2,591 | $4,658-44.4% | $4,656-44.4% | $4,310-39.9% |
| Admin fee / account holder | $182 | $174+4.9% | $7,493-97.6% | $188-2.9% |