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 Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $15,289 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $615 |
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 | $65,666 | $59,805+9.8% | $79,550-17.5% | $68,494-4.1% |
| Participation rate | 86.5% | 61.1%+25.4pp | 69.5%+17.0pp | 67.9%+18.6pp |
| Annual return | -16.23% | -12.30%-3.9pp | 0.16%-16.4pp | -7.84%-8.4pp |
| Employer contribution / active EE | $748 | $1,505-50.3% | $2,413-69.0% | $2,596-71.2% |
| Participant deferral / active EE | $4,923 | $3,024+62.8% | $3,985+23.5% | $4,027+22.2% |
| Admin fee / account holder | $180 | $4,835-96.3% | $6,832-97.4% | $5,403-96.7% |