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 |
|---|---|---|
Service code 27 PO BOX 735399 · DALLAS, TX 753735399 | Advisory (Plan) | $13,178 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $10,947 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $6,220 |
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 | $110,644 | $76,050+45.5% | $96,544+14.6% | $71,457+54.8% |
| Participation rate | 82.4% | 74.4%+8.0pp | 76.0%+6.5pp | 67.9%+14.5pp |
| Annual return | 17.29% | 22.81%-5.5pp | 25.84%-8.5pp | 28.85%-11.6pp |
| Employer contribution / active EE | $1,829 | $2,244-18.5% | $2,965-38.3% | $2,588-29.3% |
| Participant deferral / active EE | $5,293 | $4,215+25.6% | $4,851+9.1% | $4,289+23.4% |
| Admin fee / account holder | $170 | $2,707-93.7% | $8,252-97.9% | $1,587-89.3% |