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 8-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 ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $9,895 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $8,756 |
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 | $82,912 | $80,724+2.7% | $103,333-19.8% | $74,495+11.3% |
| Participation rate | 94.0% | 65.7%+28.3pp | 74.5%+19.5pp | 67.2%+26.8pp |
| Annual return | 10.04% | 27.56%-17.5pp | 24.88%-14.8pp | 1364.94%-1354.9pp |
| Employer contribution / active EE | $5,644 | $3,157+78.8% | $3,868+45.9% | $2,623+115.2% |
| Participant deferral / active EE | $7,020 | $3,860+81.8% | $5,057+38.8% | $4,346+61.5% |
| Admin fee / account holder | $99 | $2,368-95.8% | $8,355-98.8% | $1,942-94.9% |