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 | $65,894 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $3,356 |
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 | $30,796 | $53,165-42.1% | $86,188-64.3% | $74,419-58.6% |
| Participation rate | 95.8% | 64.9%+30.9pp | 69.0%+26.8pp | 70.7%+25.1pp |
| Annual return | 16.95% | 22.64%-5.7pp | 1168.45%-1151.5pp | 34.38%-17.4pp |
| Employer contribution / active EE | $1,886 | $1,210+55.9% | $2,380-20.8% | $2,637-28.5% |
| Participant deferral / active EE | $4,228 | $3,234+30.7% | $3,985+6.1% | $4,528-6.6% |
| Admin fee / account holder | $118 | $551-78.6% | $6,852-98.3% | $348-66.0% |