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 | $31,096 |
Filed as: AMERIPRISE FINANCIAL SERVICES LLC Service code 55 70100 AMERIPRISE FINANCIAL CENTER · MINNEAPOLIS, MN 55474 | Other Commissions | $18,933 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $6,846 |
Service code 99 1801 CALIFORNIA ST · DENVER, CO 80202 | Other Fees | $1,574 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $30,714 | $24,733+24.2% | $69,647-55.9% | $74,495-58.8% |
| Participation rate | 58.3% | 63.5%-5.2pp | 66.5%-8.1pp | 67.2%-8.9pp |
| Annual return | 16.80% | 18.55%-1.8pp | 100.48%-83.7pp | 1364.94%-1348.1pp |
| Employer contribution / active EE | $756 | $1,001-24.5% | $1,712-55.9% | $2,623-71.2% |
| Participant deferral / active EE | $1,823 | $1,901-4.1% | $2,886-36.8% | $4,346-58.0% |
| Admin fee / account holder | $157 | $1,892-91.7% | $4,713-96.7% | $1,942-91.9% |