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 | $46,319 |
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 | $134,055 | $64,119+109.1% | $112,228+19.4% | $66,914+100.3% |
| Participation rate | 94.8% | 68.5%+26.4pp | 75.1%+19.8pp | 69.8%+25.0pp |
| Annual return | -16.21% | -13.81%-2.4pp | 27.45%-43.7pp | 1.58%-17.8pp |
| Employer contribution / active EE | $5,605 | $3,005+86.5% | $3,635+54.2% | $2,544+120.3% |
| Participant deferral / active EE | $8,350 | $3,693+126.1% | $4,728+76.6% | $4,237+97.1% |
| Admin fee / account holder | $135 | $625-78.4% | $6,410-97.9% | $593-77.3% |