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 | $14,982 |
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 | $98,964 | $88,087+12.3% | $164,866-40.0% | $74,546+32.8% |
| Participation rate | 89.8% | 73.1%+16.7pp | 78.6%+11.2pp | 67.2%+22.6pp |
| Annual return | 14.87% | 17.27%-2.4pp | 69.97%-55.1pp | 1366.03%-1351.2pp |
| Employer contribution / active EE | $1,843 | $2,595-29.0% | $4,343-57.6% | $2,624-29.8% |
| Participant deferral / active EE | $6,133 | $4,499+36.3% | $6,033+1.7% | $4,347+41.1% |
| Admin fee / account holder | $120 | $2,232-94.6% | $12,689-99.1% | $1,944-93.8% |