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 | $61,360 |
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 | $67,202 | $79,171-15.1% | $102,423-34.4% | $74,495-9.8% |
| Participation rate | 96.4% | 74.8%+21.6pp | 76.5%+20.0pp | 67.2%+29.2pp |
| Annual return | 17.67% | 54.93%-37.3pp | 29.32%-11.7pp | 1364.94%-1347.3pp |
| Employer contribution / active EE | $1,842 | $2,362-22.0% | $3,023-39.1% | $2,623-29.8% |
| Participant deferral / active EE | $5,812 | $4,415+31.6% | $5,053+15.0% | $4,346+33.7% |
| Admin fee / account holder | $231 | $2,001-88.5% | $9,451-97.6% | $1,942-88.1% |