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 | $78,281 |
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 | $95,691 | $84,784+12.9% | $98,439-2.8% | $74,419+28.6% |
| Participation rate | 97.6% | 81.5%+16.0pp | 75.2%+22.4pp | 70.7%+26.8pp |
| Annual return | 17.25% | 20.59%-3.3pp | 21.16%-3.9pp | 34.38%-17.1pp |
| Employer contribution / active EE | $6,125 | $3,364+82.1% | $3,048+101.0% | $2,637+132.2% |
| Participant deferral / active EE | $4,123 | $5,218-21.0% | $4,738-13.0% | $4,528-9.0% |
| Admin fee / account holder | $225 | $204+10.0% | $8,948-97.5% | $348-35.3% |