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 | $79,331 |
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 | $86,123 | $81,908+5.1% | $90,749-5.1% | $64,808+32.9% |
| Participation rate | 94.3% | 80.5%+13.8pp | 75.7%+18.6pp | 71.5%+22.8pp |
| Annual return | -15.29% | -12.53%-2.8pp | -12.16%-3.1pp | 32.82%-48.1pp |
| Employer contribution / active EE | $5,469 | $3,065+78.4% | $2,921+87.2% | $2,506+118.2% |
| Participant deferral / active EE | $3,763 | $4,840-22.3% | $4,564-17.5% | $4,310-12.7% |
| Admin fee / account holder | $260 | $157+65.5% | $8,445-96.9% | $188+38.5% |