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 | $2,100 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $312 |
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 | $94,736 | $88,083+7.6% | $164,813-42.5% | $74,495+27.2% |
| Participation rate | 71.0% | 73.0%-2.0pp | 78.6%-7.6pp | 67.2%+3.8pp |
| Annual return | 24.27% | 17.26%+7.0pp | 69.93%-45.7pp | 1364.94%-1340.7pp |
| Employer contribution / active EE | $1,747 | $2,593-32.6% | $4,341-59.8% | $2,623-33.4% |
| Participant deferral / active EE | $3,429 | $4,498-23.8% | $6,031-43.2% | $4,346-21.1% |
| Admin fee / account holder | $21 | $2,234-99.1% | $12,690-99.8% | $1,942-98.9% |