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 | $1,107 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $64 |
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 | $82,713 | $76,670+7.9% | $96,683-14.4% | $71,457+15.8% |
| Participation rate | 91.8% | 66.6%+25.2pp | 74.3%+17.4pp | 67.9%+23.9pp |
| Annual return | 16.46% | 48.29%-31.8pp | 35.69%-19.2pp | 28.85%-12.4pp |
| Employer contribution / active EE | $1,181 | $3,031-61.0% | $3,737-68.4% | $2,588-54.4% |
| Participant deferral / active EE | $5,331 | $3,771+41.4% | $4,878+9.3% | $4,289+24.3% |
| Admin fee / account holder | $8 | $2,028-99.6% | $6,730-99.9% | $1,587-99.5% |