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 | $26,364 |
Service code 27 PO BOX 735399 · DALLAS, TX 753735399 | Advisory (Plan) | $15,000 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,582 |
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 | $49,303 | $62,127-20.6% | $81,382-39.4% | $74,495-33.8% |
| Participation rate | 96.7% | 64.0%+32.7pp | 69.5%+27.2pp | 67.2%+29.5pp |
| Annual return | 13.41% | 16.48%-3.1pp | 24.73%-11.3pp | 1364.94%-1351.5pp |
| Employer contribution / active EE | $2,675 | $1,882+42.1% | $2,463+8.6% | $2,623+2.0% |
| Participant deferral / active EE | $3,499 | $3,229+8.4% | $3,883-9.9% | $4,346-19.5% |
| Admin fee / account holder | $236 | $1,934-87.8% | $5,768-95.9% | $1,942-87.8% |