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 | $24,180 |
Filed as: AMERIPRISE FINANCIAL SERVICES LLC Service code 55 70100 AMERIPRISE FINANCIAL CENTER · MINNEAPOLIS, MN 55474 | Other Commissions | $15,160 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $6,797 |
Service code 99 1801 CALIFORNIA ST · DENVER, CO 80202 | Other Fees | $923 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant 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 | $35,829 | $31,038+15.4% | $65,255-45.1% | $74,419-51.9% |
| Participation rate | 44.3% | 66.9%-22.7pp | 65.0%-20.7pp | 70.7%-26.5pp |
| Annual return | 16.18% | 38.60%-22.4pp | 47.35%-31.2pp | 34.38%-18.2pp |
| Employer contribution / active EE | $444 | $1,188-62.7% | $1,691-73.8% | $2,637-83.2% |
| Participant deferral / active EE | $1,089 | $2,792-61.0% | $2,831-61.5% | $4,528-76.0% |
| Admin fee / account holder | $155 | $299-48.2% | $4,112-96.2% | $348-55.5% |