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 | $93,403 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $35,061 |
Service code 27 PO BOX 735399 · DALLAS, TX 753735399 | Advisory (Plan) | $33,662 |
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 | $103,432 | $117,025-11.6% | $91,541+13.0% | $85,563+20.9% |
| Participation rate | 93.9% | 64.2%+29.7pp | 69.8%+24.1pp | 66.0%+28.0pp |
| Annual return | 12.80% | 18.02%-5.2pp | 20.50%-7.7pp | 31.51%-18.7pp |
| Employer contribution / active EE | $3,536 | $2,120+66.7% | $2,505+41.2% | $2,654+33.2% |
| Participant deferral / active EE | $3,791 | $3,446+10.0% | $4,008-5.4% | $4,375-13.4% |
| Admin fee / account holder | $227 | $1,242-81.7% | $6,956-96.7% | $834-72.7% |