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 | $9,038 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $429,522 | $129,021+232.9% | $184,203+133.2% | $77,643+453.2% |
| Participation rate | 97.4% | 87.3%+10.0pp | 86.8%+10.6pp | 70.6%+26.8pp |
| Annual return | 11.69% | 33.27%-21.6pp | 28.81%-17.1pp | 31.24%-19.6pp |
| Employer contribution / active EE | $6,892 | $4,413+56.2% | $6,427+7.2% | $2,726+152.8% |
| Participant deferral / active EE | $16,363 | $7,297+124.2% | $9,131+79.2% | $4,647+252.1% |
| Admin fee / account holder | $6 | $254-97.6% | $13,901-100.0% | $430-98.6% |