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 | $24,338 |
Service code 27 1400 AMERICAN BLVD BLDG #4 · PENNINGTON, NJ 08534 | Advisory (Plan) | $21,234 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $3,095 |
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 | $54,717 | $50,199+9.0% | $70,092-21.9% | $66,914-18.2% |
| Participation rate | 98.9% | 66.3%+32.5pp | 70.5%+28.4pp | 69.8%+29.1pp |
| Annual return | -18.46% | -13.85%-4.6pp | 190.73%-209.2pp | 1.58%-20.0pp |
| Employer contribution / active EE | $3,865 | $1,864+107.3% | $2,559+51.0% | $2,544+51.9% |
| Participant deferral / active EE | $4,956 | $3,112+59.2% | $3,849+28.8% | $4,237+17.0% |
| Admin fee / account holder | $209 | $600-65.2% | $6,267-96.7% | $593-64.8% |