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 | $22,805 |
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 | $114,465 | $96,484+18.6% | $156,263-26.7% | $74,304+54.0% |
| Participation rate | 90.3% | 67.7%+22.6pp | 78.9%+11.4pp | 60.3%+29.9pp |
| Annual return | 15.91% | 17.73%-1.8pp | 59.47%-43.6pp | 29.43%-13.5pp |
| Employer contribution / active EE | $1,947 | $2,528-23.0% | $4,333-55.1% | $2,241-13.1% |
| Participant deferral / active EE | $6,712 | $4,286+56.6% | $6,158+9.0% | $3,767+78.2% |
| Admin fee / account holder | $190 | $3,728-94.9% | $14,255-98.7% | $2,969-93.6% |