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 | $73,259 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $9,563 |
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 | $73,880 | $56,767+30.1% | $101,794-27.4% | $85,563-13.7% |
| Participation rate | 97.0% | 57.6%+39.4pp | 69.2%+27.8pp | 66.0%+31.0pp |
| Annual return | 16.45% | 17.76%-1.3pp | 30.53%-14.1pp | 31.51%-15.1pp |
| Employer contribution / active EE | $1,633 | $1,112+46.8% | $2,289-28.7% | $2,654-38.5% |
| Participant deferral / active EE | $5,197 | $2,720+91.1% | $4,084+27.2% | $4,375+18.8% |
| Admin fee / account holder | $132 | $1,098-88.0% | $8,777-98.5% | $834-84.1% |