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 | $132,353 |
Service code 27 4340 REDWOOD HWY · SAN RAFAEL, CA 94903 | Advisory (Plan) | $107,383 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $43,648 |
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 | $32,994 | $95,388-65.4% | $125,339-73.7% | $77,904-57.6% |
| Participation rate | 92.8% | 78.6%+14.2pp | 82.4%+10.4pp | 73.7%+19.1pp |
| Annual return | -11.50% | 116.19%-127.7pp | 572.05%-583.6pp | 12.21%-23.7pp |
| Employer contribution / active EE | $3,306 | $3,666-9.8% | $4,814-31.3% | $2,848+16.1% |
| Participant deferral / active EE | $12,075 | $7,711+56.6% | $7,446+62.2% | $4,806+151.2% |
| Admin fee / account holder | $140 | $119+18.0% | $10,010-98.6% | $133+5.8% |