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 | $42,535 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,796 |
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 | $25,469 | $42,353-39.9% | $79,550-68.0% | $64,808-60.7% |
| Participation rate | 94.4% | 64.8%+29.6pp | 69.5%+24.9pp | 71.5%+22.9pp |
| Annual return | -12.73% | -12.24%-0.5pp | 0.16%-12.9pp | 32.82%-45.5pp |
| Employer contribution / active EE | $1,518 | $1,181+28.6% | $2,413-37.1% | $2,506-39.4% |
| Participant deferral / active EE | $3,518 | $3,170+11.0% | $3,985-11.7% | $4,310-18.4% |
| Admin fee / account holder | $83 | $160-48.3% | $6,832-98.8% | $188-56.0% |