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 | $950 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $138 |
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 | $79,855 | $82,978-3.8% | $129,995-38.6% | $71,457+11.8% |
| Participation rate | 81.3% | 74.1%+7.2pp | 78.5%+2.8pp | 67.9%+13.3pp |
| Annual return | 18.59% | 20.60%-2.0pp | -137.18%+155.8pp | 28.85%-10.3pp |
| Employer contribution / active EE | $1,969 | $2,622-24.9% | $4,320-54.4% | $2,588-23.9% |
| Participant deferral / active EE | $3,616 | $4,432-18.4% | $5,820-37.9% | $4,289-15.7% |
| Admin fee / account holder | $10 | $1,729-99.4% | $10,614-99.9% | $1,587-99.4% |