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 | $11,888 |
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 | $29,649 | $71,050-58.3% | $93,606-68.3% | $80,856-63.3% |
| Participation rate | 98.9% | 60.4%+38.5pp | 68.7%+30.2pp | 67.6%+31.3pp |
| Annual return | 8.17% | 11.26%-3.1pp | 133.20%-125.0pp | 35.59%-27.4pp |
| Employer contribution / active EE | $1,633 | $1,564+4.4% | $2,420-32.5% | $2,755-40.7% |
| Participant deferral / active EE | $3,087 | $4,034-23.5% | $4,411-30.0% | $4,296-28.1% |
| Admin fee / account holder | $124 | $6,945-98.2% | $8,285-98.5% | $6,918-98.2% |