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 | $95,880-70.2% | $107,525-73.5% | $85,563-66.7% |
| Participation rate | 83.7% | 70.1%+13.5pp | 75.1%+8.6pp | 66.0%+17.7pp |
| Annual return | 13.71% | 68.06%-54.4pp | 181.32%-167.6pp | 31.51%-17.8pp |
| Employer contribution / active EE | $976 | $3,812-74.4% | $3,754-74.0% | $2,654-63.2% |
| Participant deferral / active EE | $2,698 | $4,201-35.8% | $5,116-47.3% | $4,375-38.3% |
| Admin fee / account holder | $4 | $1,025-99.6% | $8,919-100.0% | $834-99.5% |