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 | $2,775 |
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 | $74,831 | $106,028-29.4% | $146,958-49.1% | $77,643-3.6% |
| Participation rate | 97.3% | 78.4%+18.9pp | 82.2%+15.1pp | 70.6%+26.7pp |
| Annual return | 36.77% | 56.73%-20.0pp | 418.34%-381.6pp | 31.24%+5.5pp |
| Employer contribution / active EE | $5,286 | $4,063+30.1% | $4,933+7.2% | $2,726+93.9% |
| Participant deferral / active EE | $15,724 | $7,990+96.8% | $8,070+94.9% | $4,647+238.4% |
| Admin fee / account holder | $5 | $337-98.5% | $12,998-100.0% | $430-98.9% |