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 | $84,536 |
Service code 27 PO BOX 735399 · DALLAS, TX 753735399 | Advisory (Plan) | $26,592 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $20,059 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $36,853 | $103,918-64.5% | $94,646-61.1% | $80,160-54.0% |
| Participation rate | 95.5% | 85.8%+9.6pp | 80.8%+14.6pp | 72.9%+22.5pp |
| Annual return | 30.62% | 27.77%+2.8pp | 156.71%-126.1pp | 40.38%-9.8pp |
| Employer contribution / active EE | $1,642 | $3,539-53.6% | $3,672-55.3% | $2,978-44.9% |
| Participant deferral / active EE | $5,250 | $9,528-44.9% | $7,418-29.2% | $5,017+4.6% |
| Admin fee / account holder | $7 | $96-93.2% | $7,231-99.9% | $145-95.5% |