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 · EIN 06-1050034 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $53,651 |
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 | $101,851 | $129,021-21.1% | $184,203-44.7% | $77,643+31.2% |
| Participation rate | 96.6% | 87.3%+9.3pp | 86.8%+9.8pp | 70.6%+26.0pp |
| Annual return | 12.61% | 33.27%-20.7pp | 28.81%-16.2pp | 31.24%-18.6pp |
| Employer contribution / active EE | $3,369 | $4,413-23.6% | $6,427-47.6% | $2,726+23.6% |
| Participant deferral / active EE | $4,359 | $7,297-40.3% | $9,131-52.3% | $4,647-6.2% |
| Admin fee / account holder | $90 | $254-64.4% | $13,901-99.3% | $430-79.0% |