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 | $14,579 |
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 | $51,444 | $65,908-21.9% | $81,812-37.1% | $77,643-33.7% |
| Participation rate | 96.2% | 65.8%+30.4pp | 72.3%+23.9pp | 70.6%+25.7pp |
| Annual return | 14.82% | 26.64%-11.8pp | 773.79%-759.0pp | 31.24%-16.4pp |
| Employer contribution / active EE | $927 | $2,370-60.9% | $2,912-68.2% | $2,726-66.0% |
| Participant deferral / active EE | $4,318 | $3,505+23.2% | $4,3190% | $4,647-7.1% |
| Admin fee / account holder | $21 | $526-96.0% | $7,386-99.7% | $430-95.1% |