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 15 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $14,606 |
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $486,659 | $131,799+269.2% | $200,582+142.6% | $85,563+468.8% |
| Participation rate | 98.8% | 87.9%+10.8pp | 86.9%+11.9pp | 66.0%+32.8pp |
| Annual return | 16.66% | 21.59%-4.9pp | 42.33%-25.7pp | 31.51%-14.9pp |
| Employer contribution / active EE | $8,638 | $4,532+90.6% | $6,419+34.6% | $2,654+225.5% |
| Participant deferral / active EE | $16,960 | $7,702+120.2% | $9,331+81.8% | $4,375+287.6% |
| Admin fee / account holder | $10 | $235-95.6% | $16,305-99.9% | $834-98.7% |