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 | $25,650 |
Service code 27 11101 SWITZER RD STE 200 · OVERLAND PARK, KS 66210 | Advisory (Plan) | $22,412 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $4,459 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $53,225 | $47,898+11.1% | $117,472-54.7% | $64,808-17.9% |
| Participation rate | 45.7% | 61.9%-16.2pp | 70.6%-24.9pp | 71.5%-25.8pp |
| Annual return | -18.64% | -15.54%-3.1pp | 29.74%-48.4pp | 32.82%-51.5pp |
| Employer contribution / active EE | $440 | $1,774-75.2% | $4,176-89.5% | $2,506-82.4% |
| Participant deferral / active EE | $2,121 | $3,151-32.7% | $4,070-47.9% | $4,310-50.8% |
| Admin fee / account holder | $248 | $132+88.0% | $5,645-95.6% | $188+31.9% |