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 |
|---|---|---|
Service code 55 1250 CAPITAL OF TEXAS HWY S · AUSTIN, TX 78746 | Other Commissions | $13,976 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $1,738 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $169 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,787 | $63,905-36.2% | $74,183-45.0% | $57,658-29.3% |
| Participation rate | 50.2% | 79.8%-29.6pp | 76.6%-26.4pp | 70.2%-20.0pp |
| Annual return | 6.88% | 60.60%-53.7pp | 17.74%-10.9pp | 5.13%+1.7pp |
| Employer contribution / active EE | $399 | $1,840-78.3% | $2,370-83.2% | $1,974-79.8% |
| Participant deferral / active EE | $1,817 | $3,448-47.3% | $3,550-48.8% | $3,061-40.6% |
| Admin fee / account holder | $8 | $91-90.7% | $5,586-99.8% | $95-91.0% |