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 15 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $114,512 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 26 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Advisory (Participants) | $8,666 |
Filed as: EMPOWER FINANCIAL SERVICES, INC. Service code 33 8515 E ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Other investment fees and expenses; S... | $50 |
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 | $176,713 | $102,204+72.9% | $145,661+21.3% | $85,563+106.5% |
| Participation rate | 95.6% | 70.6%+25.0pp | 77.2%+18.3pp | 66.0%+29.6pp |
| Annual return | 2.46% | 16.68%-14.2pp | 101.46%-99.0pp | 31.51%-29.1pp |
| Employer contribution / active EE | $3,526 | $3,600-2.1% | $4,238-16.8% | $2,654+32.9% |
| Participant deferral / active EE | $11,326 | $5,729+97.7% | $7,198+57.3% | $4,375+158.9% |
| Admin fee / account holder | $108 | $647-83.2% | $12,466-99.1% | $834-87.0% |