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 62 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Float revenue; Recordkeeping fees | $24,174 |
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 | $84,911 | $84,000+1.1% | $119,609-29.0% | $77,904+9.0% |
| Participation rate | 81.8% | 77.8%+4.0pp | 79.3%+2.6pp | 73.7%+8.2pp |
| Annual return | -12.71% | -11.59%-1.1pp | -14.97%+2.3pp | 12.21%-24.9pp |
| Employer contribution / active EE | $3,960 | $2,907+36.2% | $4,232-6.4% | $2,848+39.1% |
| Participant deferral / active EE | $4,751 | $4,705+1.0% | $5,602-15.2% | $4,806-1.1% |
| Admin fee / account holder | $17 | $116-84.9% | $10,323-99.8% | $133-86.8% |