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 | $43,691 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $630 |
Annual investment return 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 | $69,890 | $54,701+27.8% | $86,188-18.9% | $71,457-2.2% |
| Participation rate | 89.5% | 60.1%+29.4pp | 69.0%+20.5pp | 67.9%+21.6pp |
| Annual return | 12.06% | 20.06%-8.0pp | 1168.45%-1156.4pp | 28.85%-16.8pp |
| Employer contribution / active EE | $1,817 | $1,265+43.6% | $2,380-23.7% | $2,588-29.8% |
| Participant deferral / active EE | $4,887 | $3,108+57.2% | $3,985+22.6% | $4,289+13.9% |
| Admin fee / account holder | $243 | $1,922-87.4% | $6,852-96.5% | $1,587-84.7% |