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 6-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 | $99,307 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $24,372 |
Filed as: KESTRA ADVISORY SERVICES LLC Service code 27 5707 SWST PRKWY BLDG 2 · AUSTIN, TX 78735 | Advisory (Plan) | $10,480 |
Filed as: GWFS EQUITIES INC Service code 59 8515 E ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Shareholder Servicing | $20 |
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 | $116,758 | $84,784+37.7% | $98,439+18.6% | $74,419+56.9% |
| Participation rate | 96.8% | 81.5%+15.3pp | 75.2%+21.7pp | 70.7%+26.1pp |
| Annual return | 18.22% | 20.59%-2.4pp | 21.16%-2.9pp | 34.38%-16.2pp |
| Employer contribution / active EE | $4,368 | $3,364+29.8% | $3,048+43.3% | $2,637+65.6% |
| Participant deferral / active EE | $9,232 | $5,218+76.9% | $4,738+94.9% | $4,528+103.9% |
| Admin fee / account holder | $191 | $204-6.8% | $8,948-97.9% | $348-45.2% |