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 | $66,077 |
Service code 27 1400 AMERICAN BLVD BLDG #4 · PENNINGTON, NJ 08534 | Advisory (Plan) | $41,375 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $5,548 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $43,964 | $99,078-55.6% | $96,544-54.5% | $74,419-40.9% |
| Participation rate | 89.0% | 80.7%+8.4pp | 76.0%+13.1pp | 70.7%+18.3pp |
| Annual return | 14.14% | 22.48%-8.3pp | 25.84%-11.7pp | 34.38%-20.2pp |
| Employer contribution / active EE | $1,239 | $2,570-51.8% | $2,965-58.2% | $2,637-53.0% |
| Participant deferral / active EE | $3,054 | $4,933-38.1% | $4,851-37.0% | $4,528-32.6% |
| Admin fee / account holder | $221 | $225-1.5% | $8,252-97.3% | $348-36.4% |