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 | $48,912 |
Service code 27 PO BOX 3430 · CARMEL, IN 46082 | Advisory (Plan) | $34,116 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $19,009 |
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 | $38,138 | $72,254-47.2% | $86,677-56.0% | $64,808-41.2% |
| Participation rate | 73.5% | 80.4%-7.0pp | 76.6%-3.1pp | 71.5%+2.0pp |
| Annual return | -4.61% | 392.42%-397.0pp | 35.91%-40.5pp | 32.82%-37.4pp |
| Employer contribution / active EE | $1,612 | $2,393-32.6% | $2,836-43.2% | $2,506-35.7% |
| Participant deferral / active EE | $2,935 | $4,658-37.0% | $4,656-37.0% | $4,310-31.9% |
| Admin fee / account holder | $130 | $174-25.3% | $7,493-98.3% | $188-30.8% |