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 | $2,325 |
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 | $28,530 | $92,224-69.1% | $105,223-72.9% | $79,634-64.2% |
| Participation rate | 83.7% | 69.2%+14.5pp | 75.0%+8.6pp | 62.5%+21.2pp |
| Annual return | 13.71% | 88.65%-74.9pp | 180.65%-166.9pp | 36.46%-22.8pp |
| Employer contribution / active EE | $976 | $3,965-75.4% | $3,689-73.5% | $2,529-61.4% |
| Participant deferral / active EE | $2,698 | $3,834-29.6% | $5,072-46.8% | $3,835-29.6% |
| Admin fee / account holder | $4 | $1,121-99.6% | $8,859-99.9% | $1,002-99.6% |