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 | $29,675 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $3,529 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $47,448 | $52,406-9.5% | $129,207-63.3% | $74,495-36.3% |
| Participation rate | 31.2% | 53.8%-22.6pp | 69.6%-38.4pp | 67.2%-36.0pp |
| Annual return | 13.74% | 15.66%-1.9pp | 9417.33%-9403.6pp | 1364.94%-1351.2pp |
| Employer contribution / active EE | $871 | $1,531-43.1% | $4,153-79.0% | $2,623-66.8% |
| Participant deferral / active EE | $2,975 | $2,794+6.5% | $4,168-28.6% | $4,346-31.5% |
| Admin fee / account holder | $174 | $2,633-93.4% | $7,715-97.7% | $1,942-91.0% |