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 | $82,208 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $21,230 |
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 | $83,711 | $53,165+57.5% | $86,188-2.9% | $74,419+12.5% |
| Participation rate | 76.8% | 64.9%+11.9pp | 69.0%+7.8pp | 70.7%+6.1pp |
| Annual return | 14.04% | 22.64%-8.6pp | 1168.45%-1154.4pp | 34.38%-20.3pp |
| Employer contribution / active EE | $2,914 | $1,210+140.8% | $2,380+22.4% | $2,637+10.5% |
| Participant deferral / active EE | $5,839 | $3,234+80.5% | $3,985+46.5% | $4,528+28.9% |
| Admin fee / account holder | $267 | $551-51.5% | $6,852-96.1% | $348-23.2% |