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 | $16,326 |
Service code 27 4340 REDWOOD HWY · SAN RAFAEL, CA 94903 | Advisory (Plan) | $15,857 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,113 |
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 | $35,493 | $45,031-21.2% | $85,009-58.2% | $77,671-54.3% |
| Participation rate | 37.7% | 48.7%-11.0pp | 67.5%-29.8pp | 70.6%-32.9pp |
| Annual return | 16.42% | 79.22%-62.8pp | 66.47%-50.1pp | 31.21%-14.8pp |
| Employer contribution / active EE | $393 | $1,609-75.6% | $2,728-85.6% | $2,726-85.6% |
| Participant deferral / active EE | $1,745 | $2,807-37.9% | $4,522-61.4% | $4,648-62.5% |
| Admin fee / account holder | $230 | $912-74.8% | $6,153-96.3% | $430-46.6% |