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 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $35,958 |
Service code 27 DBA CAPTRUST FINANCIAL · RALEIGH, NC 27609 | Advisory (Plan) | $34,861 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $6,355 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $21,461 | $49,693-56.8% | $70,515-69.6% | $74,419-71.2% |
| Participation rate | 33.5% | 64.7%-31.2pp | 68.3%-34.8pp | 70.7%-37.2pp |
| Annual return | 11.38% | 21.22%-9.8pp | 32.77%-21.4pp | 34.38%-23.0pp |
| Employer contribution / active EE | $936 | $1,773-47.2% | $2,973-68.5% | $2,637-64.5% |
| Participant deferral / active EE | $1,701 | $3,376-49.6% | $4,567-62.7% | $4,528-62.4% |
| Admin fee / account holder | $237 | $316-25.0% | $6,412-96.3% | $348-31.9% |