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 Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $49,404 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,889 |
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 | $46,654 | $89,465-47.9% | $164,866-71.7% | $77,671-39.9% |
| Participation rate | 87.9% | 78.6%+9.3pp | 78.6%+9.3pp | 70.6%+17.3pp |
| Annual return | 10.72% | 28.81%-18.1pp | 69.97%-59.2pp | 31.21%-20.5pp |
| Employer contribution / active EE | $2,168 | $2,568-15.5% | $4,343-50.1% | $2,726-20.5% |
| Participant deferral / active EE | $3,421 | $4,897-30.1% | $6,033-43.3% | $4,648-26.4% |
| Admin fee / account holder | $92 | $340-73.0% | $12,689-99.3% | $430-78.7% |