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 8-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 ADVISORY GROUP, LLC Service code 26 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Advisory (Participants) | $64,949 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 15 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $44,133 |
Filed as: EMPOWER FINANCIAL SERVICES, INC. Service code 33 8515 E ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Shareholder servicing fees; Securitie... | $70 |
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 | $179,230 | $91,762+95.3% | $67,502+165.5% | $77,643+130.8% |
| Participation rate | 94.5% | 75.9%+18.6pp | 72.9%+21.6pp | 70.6%+23.9pp |
| Annual return | 13.12% | 14.87%-1.7pp | 3512.12%-3499.0pp | 31.24%-18.1pp |
| Employer contribution / active EE | $12,062 | $3,181+279.2% | $2,731+341.7% | $2,726+342.5% |
| Participant deferral / active EE | $11,041 | $3,903+182.9% | $4,000+176.0% | $4,647+137.6% |
| Admin fee / account holder | $103 | $176-41.6% | $3,998-97.4% | $430-76.1% |