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 9-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 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $18,190 |
Service code 27 100 NORTH BROADWAY · ALBERT LEA, MN 56007 | Advisory (Plan) | $9,000 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $972 |
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 | $25,834 | $44,960-42.5% | $84,966-69.6% | $74,495-65.3% |
| Participation rate | 79.6% | 49.4%+30.3pp | 67.5%+12.1pp | 67.2%+12.4pp |
| Annual return | 13.55% | 26.24%-12.7pp | 66.38%-52.8pp | 1364.94%-1351.4pp |
| Employer contribution / active EE | $543 | $1,457-62.7% | $2,727-80.1% | $2,623-79.3% |
| Participant deferral / active EE | $2,480 | $2,731-9.2% | $4,519-45.1% | $4,346-42.9% |
| Admin fee / account holder | $193 | $2,209-91.3% | $6,149-96.9% | $1,942-90.1% |