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 | $46,043 |
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 | $95,174 | $54,517+74.6% | $75,972+25.3% | $74,495+27.8% |
| Participation rate | 99.4% | 60.3%+39.1pp | 69.1%+30.4pp | 67.2%+32.2pp |
| Annual return | 15.61% | 31.82%-16.2pp | 359.55%-343.9pp | 1364.94%-1349.3pp |
| Employer contribution / active EE | $2,752 | $1,777+54.8% | $2,685+2.5% | $2,623+4.9% |
| Participant deferral / active EE | $6,584 | $3,066+114.8% | $4,255+54.7% | $4,346+51.5% |
| Admin fee / account holder | $241 | $2,229-89.2% | $6,467-96.3% | $1,942-87.6% |