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 | $51,204 |
Service code 27 PO BOX 735399 · DALLAS, TX 753735399 | Advisory (Plan) | $28,000 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $27,512 |
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 | $108,833 | $54,193+100.8% | $93,654+16.2% | $77,671+40.1% |
| Participation rate | 44.9% | 63.9%-19.0pp | 68.7%-23.8pp | 70.6%-25.6pp |
| Annual return | 15.90% | 30.54%-14.6pp | 133.34%-117.4pp | 31.21%-15.3pp |
| Employer contribution / active EE | $914 | $1,168-21.8% | $2,421-62.2% | $2,726-66.5% |
| Participant deferral / active EE | $3,800 | $3,144+20.9% | $4,413-13.9% | $4,648-18.2% |
| Admin fee / account holder | $163 | $576-71.7% | $8,282-98.0% | $430-62.2% |