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.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $26,640 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $49,748 | $119,446-58.4% | $150,045-66.8% | $85,563-41.9% |
| Participation rate | 98.1% | 75.4%+22.6pp | 82.3%+15.8pp | 66.0%+32.1pp |
| Annual return | 32.28% | 23.72%+8.6pp | 62.55%-30.3pp | 31.51%+0.8pp |
| Employer contribution / active EE | $43 | $4,078-98.9% | $4,693-99.1% | $2,654-98.4% |
| Participant deferral / active EE | $14,983 | $7,985+87.6% | $7,997+87.4% | $4,375+242.5% |
| Admin fee / account holder | $75 | $548-86.3% | $13,435-99.4% | $834-91.0% |