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 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $42,030 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $311 |
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 | $65,872 | $49,451+33.2% | $79,550-17.2% | $66,914-1.6% |
| Participation rate | 80.1% | 61.3%+18.8pp | 69.5%+10.6pp | 69.8%+10.3pp |
| Annual return | -10.65% | 84.25%-94.9pp | 0.16%-10.8pp | 1.58%-12.2pp |
| Employer contribution / active EE | $1,635 | $1,266+29.2% | $2,413-32.2% | $2,544-35.7% |
| Participant deferral / active EE | $4,338 | $3,159+37.4% | $3,985+8.9% | $4,237+2.4% |
| Admin fee / account holder | $226 | $595-61.9% | $6,832-96.7% | $593-61.8% |