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 | $925 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $265 |
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 | $61,538 | $59,402+3.6% | $93,654-34.3% | $74,546-17.4% |
| Participation rate | 70.4% | 59.7%+10.7pp | 68.7%+1.6pp | 67.2%+3.2pp |
| Annual return | 12.82% | 81.86%-69.0pp | 133.34%-120.5pp | 1366.03%-1353.2pp |
| Employer contribution / active EE | $1,417 | $1,265+12.1% | $2,421-41.5% | $2,624-46.0% |
| Participant deferral / active EE | $3,892 | $3,049+27.6% | $4,413-11.8% | $4,347-10.5% |
| Admin fee / account holder | $11 | $3,023-99.6% | $8,282-99.9% | $1,944-99.4% |