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 Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $103,512 |
Filed as: EMPOWER FINANCIAL SERVICES, INC. Service code 59 8515 E ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Shareholder Servicing | $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 | $40,610 | $155,364-73.9% | $103,476-60.8% | $77,643-47.7% |
| Participation rate | 96.2% | 85.5%+10.6pp | 80.5%+15.6pp | 70.6%+25.6pp |
| Annual return | 20.50% | 19.02%+1.5pp | 23.90%-3.4pp | 31.24%-10.7pp |
| Employer contribution / active EE | $3,611 | $5,949-39.3% | $4,672-22.7% | $2,726+32.5% |
| Participant deferral / active EE | $8,910 | $8,482+5.1% | $6,623+34.5% | $4,647+91.7% |
| Admin fee / account holder | $97 | $503-80.7% | $9,413-99.0% | $430-77.4% |